#英伟达突发换帅，美国芯片股跌幅扩大
How much would Nvidia be worth if Jensen Huang left?
Just yesterday, analysts were warning that his departure could shrink the company’s valuation by 25% to 30%. Today, new news broke: According to The New York Times, Huang had an affair with a senior Nvidia executive who reported to him. Nvidia shares extended their after-hours losses to 2.6%, while another report said they were down more than 3% after hours.
The market isn’t treating his departure as the main scenario for now. Polymarket puts the implied probability of him leaving before the end of the year at around 14%. Goldman Sachs is still maintaining its Buy rating and $300 price target as investors wait for the earnings report.
But the price has already moved: NVDAB is now around 161.76, down 6.07% over the past 24 hours, with an intraday low of 155.10. It closed yesterday around 172.23, and today it took another hit.
Just watching, not placing any trades. The level to watch is simple: can it hold above the intraday low of 155.10? If it holds, the first level to watch on the way up is yesterday’s close at 172.23. If it breaks below, the next question is whether buyers will step in around 150.
Do you think Nvidia is worth what it’s trading at now without Jensen Huang?
How much would Nvidia be worth if Jensen Huang left?
Just yesterday, analysts were warning that his departure could shrink the company’s valuation by 25% to 30%. Today, new news broke: According to The New York Times, Huang had an affair with a senior Nvidia executive who reported to him. Nvidia shares extended their after-hours losses to 2.6%, while another report said they were down more than 3% after hours.
The market isn’t treating his departure as the main scenario for now. Polymarket puts the implied probability of him leaving before the end of the year at around 14%. Goldman Sachs is still maintaining its Buy rating and $300 price target as investors wait for the earnings report.
But the price has already moved: NVDAB is now around 161.76, down 6.07% over the past 24 hours, with an intraday low of 155.10. It closed yesterday around 172.23, and today it took another hit.
Just watching, not placing any trades. The level to watch is simple: can it hold above the intraday low of 155.10? If it holds, the first level to watch on the way up is yesterday’s close at 172.23. If it breaks below, the next question is whether buyers will step in around 150.
Do you think Nvidia is worth what it’s trading at now without Jensen Huang?
