$NVDA Things have really taken a turn for the worse this time! The Huang Renxun controversy escalates—can Nvidia stay steady?
Nvidia news has been coming one after another these past few days. First, Huang Renxun admitted to an extramarital affair, and then reports surfaced that he had another relationship with a senior executive at the company. More troublingly, the first relationship was also said to be connected to a foreign intelligence investigation, and Nvidia’s board has launched an independent inquiry.
On November 11, media reports added that the board was discussing Huang Renxun’s future at the company. After the news broke, Nvidia shares fell more than 8% at one point in after-hours trading. However, there has been no official confirmation that he will be removed.
In my view, the real risk here isn’t his personal relationships, but the potential fallout involving corporate governance, trade secrets, and chip export controls. Huang Renxun has always been the driving force behind Nvidia. No matter how powerful its AI chips are, that won’t allay the market’s concerns about uncertainty in the company’s leadership.
My short-term view: I’m bearish on the NVDA token. Over the next few days, keep an eye on the results of the board’s investigation, whether Huang Renxun stays on, and whether Nvidia shares can stop falling. Until the news is confirmed, I won’t rush to buy the dip, and I definitely won’t blindly bet against it. If you’re unsure what to do, come chat with us at Beichen Crown House!
#黄仁勋再被曝与下属婚外情，或遭董事会罢免 #英伟达Q3财报将至：能否化解市场疑虑？
Nvidia news has been coming one after another these past few days. First, Huang Renxun admitted to an extramarital affair, and then reports surfaced that he had another relationship with a senior executive at the company. More troublingly, the first relationship was also said to be connected to a foreign intelligence investigation, and Nvidia’s board has launched an independent inquiry.
On November 11, media reports added that the board was discussing Huang Renxun’s future at the company. After the news broke, Nvidia shares fell more than 8% at one point in after-hours trading. However, there has been no official confirmation that he will be removed.
In my view, the real risk here isn’t his personal relationships, but the potential fallout involving corporate governance, trade secrets, and chip export controls. Huang Renxun has always been the driving force behind Nvidia. No matter how powerful its AI chips are, that won’t allay the market’s concerns about uncertainty in the company’s leadership.
My short-term view: I’m bearish on the NVDA token. Over the next few days, keep an eye on the results of the board’s investigation, whether Huang Renxun stays on, and whether Nvidia shares can stop falling. Until the news is confirmed, I won’t rush to buy the dip, and I definitely won’t blindly bet against it. If you’re unsure what to do, come chat with us at Beichen Crown House!
#黄仁勋再被曝与下属婚外情，或遭董事会罢免 #英伟达Q3财报将至：能否化解市场疑虑？
