It’s not just retail investors—the big funds with heavy positions in Nvidia are actually trembling... Stocks can’t be sold overnight, but the share price just keeps falling 🙉🙉
Nvidia is currently Dan Bin’s second-largest holding, and he still seems relatively “optimistic.” He noted: “The corporate governance systems of mature U.S.-listed companies are relatively well developed. Even when this kind of turmoil hits the senior ranks, there’s a good chance of a smooth transition.”
AI is the defining trend of our era, and that’s unstoppable. But a smooth transition doesn’t mean there won’t be growing pains; valuations and market sentiment are bound to fluctuate in the short term. We should consider personal-conduct controversies and personnel rumors separately from demand for AI computing power, chip barriers, and ecosystem foundations. Going forward, the key things to watch are the board’s investigation findings, succession arrangements, and whether there are any substantive changes to order deliveries. #黄仁勋再被曝与下属婚外情，或遭董事会罢免
Nvidia is currently Dan Bin’s second-largest holding, and he still seems relatively “optimistic.” He noted: “The corporate governance systems of mature U.S.-listed companies are relatively well developed. Even when this kind of turmoil hits the senior ranks, there’s a good chance of a smooth transition.”
AI is the defining trend of our era, and that’s unstoppable. But a smooth transition doesn’t mean there won’t be growing pains; valuations and market sentiment are bound to fluctuate in the short term. We should consider personal-conduct controversies and personnel rumors separately from demand for AI computing power, chip barriers, and ecosystem foundations. Going forward, the key things to watch are the board’s investigation findings, succession arrangements, and whether there are any substantive changes to order deliveries. #黄仁勋再被曝与下属婚外情，或遭董事会罢免
