#黄仁勋被查 Nvidia gets downgraded, but nobody dares to say “sell”
Nvidia is really in trouble this time. Jensen Huang is under investigation, and the board is already considering removing him and looking for a successor. Baird cut its rating from Buy to Neutral and slashed its price target from $500 to $200. Morgan Stanley no longer considers it a top pick, either.
I combed through the research reports, and not one dared to write “sell.” They downgrade it in words but don’t sell in practice. Put simply, nobody wants to bet that the AI boom is over.
Crypto mining tokens aren’t buying it today; each is doing its own thing. $RNDR is trading at 7.03 USDT, up 2.6% against the trend—the only one showing strength. $FET is trading at 0.1479 USDT, up 0.4%, which is better than nothing. $TAO is trading at 215.6 USDT, down 2.3%, still playing dead.
The downgrade hit, but Nvidia’s stock didn’t collapse—it’s holding up pretty well. That confidence hasn’t spread to crypto: only RNDR is up, while the other two aren’t following.
The question is, if Jensen Huang really is replaced, can the AI game still go on? Will mining tokens follow or not? What do you think?
Nvidia is really in trouble this time. Jensen Huang is under investigation, and the board is already considering removing him and looking for a successor. Baird cut its rating from Buy to Neutral and slashed its price target from $500 to $200. Morgan Stanley no longer considers it a top pick, either.
I combed through the research reports, and not one dared to write “sell.” They downgrade it in words but don’t sell in practice. Put simply, nobody wants to bet that the AI boom is over.
Crypto mining tokens aren’t buying it today; each is doing its own thing. $RNDR is trading at 7.03 USDT, up 2.6% against the trend—the only one showing strength. $FET is trading at 0.1479 USDT, up 0.4%, which is better than nothing. $TAO is trading at 215.6 USDT, down 2.3%, still playing dead.
The downgrade hit, but Nvidia’s stock didn’t collapse—it’s holding up pretty well. That confidence hasn’t spread to crypto: only RNDR is up, while the other two aren’t following.
The question is, if Jensen Huang really is replaced, can the AI game still go on? Will mining tokens follow or not? What do you think?