$NVDA The long-awaited news is finally out, with no surprises!

It’s a shame that Jensen Huang is out—a key figure has left center stage in the AI era in this way. But I believe the AI wave will continue to surge and won’t end just because one person has “left.”

Data from the U.S. stock market since it opened last night show that retail investors have been rushing in to scoop up shares at lower prices. They’ve net-bought $1.6 billion worth of Nvidia stock over the past three days, setting a record for the largest buying spree since the start of the year. Everyone is showing their respect for AI’s leading figures in their own way! Cai Bao is no exception, and has encouraged followers to buy the dip in Nvidia.

Cai Bao is still bullish on Nvidia. Why? The logic behind going long is simple: the bad news has already been priced in, and the market has largely absorbed the worst-case scenario [in fact, his departure as CEO is irreversible, and everyone had already accepted it]. So the news being out doesn’t necessarily mean the stock will keep falling; it could instead mark the start of a rebound. New money is coming in, and investors still have faith in AI!

At the same time, I hope we’ll still see Jensen Huang take part in the great wave of the AI era in another capacity.