1. If Jensen Huang Steps Down as CEO, Who Will Replace Him?
The board of directors is considering the possibility of replacing Jensen Huang following the personal scandal surrounding him.
The world is watching closely for the outcome. If Jensen Huang steps down, who will take over as CEO, and what role will the successor play in leading the company?
2. What Lies Ahead for the US–China AI Chip Race?
The issue goes beyond Jensen Huang’s personal life. It also involves potential conflicts of interest and national security concerns.
The United States wants to maintain its technological advantage and control AI chip exports.
China is accelerating semiconductor self-sufficiency and developing alternative technology ecosystems.
Other countries must carefully weigh their options between competing chip ecosystems and AI infrastructure.
3. How Will the November 17, 2026 Q3 Earnings Report Impact the Market?
Market expectations are currently centered on:
Revenue of approximately $108.84 billion.
EPS of approximately $2.47.
Three possible scenarios:
Beats expectations: Reinforces confidence in sustained AI demand.
Good, but not good enough: The stock could still decline due to its high valuation and corporate governance risks.
Falls short of expectations: Downward correction pressure could intensify.
NVIDIA is facing risks from three directions: its dependence on Jensen Huang, geopolitical competition in the semiconductor industry, and increasingly high market expectations for future growth.
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