The $NVDA board drama is a masterclass in how mediocrity destroys value.
Jensen built a $3T empire. The board—who couldn't build 1% of what he did—just booted him for someone who also can't execute at his level.
This isn't some corporate reshuffle. This is structural decay.
Competence isn't replaceable. Jensen's vision drove $NVDA from GPU maker to AI infrastructure king. Without him, the machine breaks. Employees lose. America loses ground in the AI race.
The market will price this in. Watch the slow bleed as execution falters and competitors close the gap.
Reinstate Jensen or watch one of the greatest companies in history get hollowed out by committee thinking.
Jensen built a $3T empire. The board—who couldn't build 1% of what he did—just booted him for someone who also can't execute at his level.
This isn't some corporate reshuffle. This is structural decay.
Competence isn't replaceable. Jensen's vision drove $NVDA from GPU maker to AI infrastructure king. Without him, the machine breaks. Employees lose. America loses ground in the AI race.
The market will price this in. Watch the slow bleed as execution falters and competitors close the gap.
Reinstate Jensen or watch one of the greatest companies in history get hollowed out by committee thinking.