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老腊肉-kevin
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#英伟达正物色新ceo，谁会接替黄仁勋？ Who will succeed Jensen Huang if he leaves? Who will turn off the AI money tap?
After watching the market for a week, Nvidia fell another 2%, down 13% for the week. That makes six straight weeks of losses, with $573 billion wiped off its market cap, sending it below $4 trillion.
When the stock opened down 14% on Thursday, retail investors rushed in during the first half hour, buying the dip with $111 million—40 times the usual amount. Looking at that intraday chart, I had one thought: these people aren’t betting on chips. They’re betting that “Jensen will be back.”
But the truly critical issue isn’t the stock price. It’s financing.
For years, Nvidia has done far more than just sell chips. It lends money to customers to buy its own chips, and puts up guarantees, buybacks, and equity. The scale exceeds $500 billion, and Jensen is the one who calls the shots.
Now he’s gone, and CFO Colette Kress is stepping in on an interim basis. She’s the one who once slashed $250 billion in data-center guarantees by more than half.
What is Wall Street afraid of? That she’ll tighten the taps as soon as she takes over. Even a small turn of the valve could pull $50 billion out of the AI ecosystem, leaving emerging cloud providers first to run out of air.
So, will AI collapse?
Chips will still get made, orders will still be delivered. But once that “faith” is gone, valuations will be the first to collapse.
Who could succeed him? Kress is only interim. Co-founder Malachowsky is a veteran. Lisa Su’s name keeps getting floated, and Trump has even called for Cook to take over.
Here’s my question: do you think Kress will keep playing benefactor to steady the ship, or cut the guarantees first to protect her own balance sheet?$NVDA $SOXL $KORU
After watching the market for a week, Nvidia fell another 2%, down 13% for the week. That makes six straight weeks of losses, with $573 billion wiped off its market cap, sending it below $4 trillion.
When the stock opened down 14% on Thursday, retail investors rushed in during the first half hour, buying the dip with $111 million—40 times the usual amount. Looking at that intraday chart, I had one thought: these people aren’t betting on chips. They’re betting that “Jensen will be back.”
But the truly critical issue isn’t the stock price. It’s financing.
For years, Nvidia has done far more than just sell chips. It lends money to customers to buy its own chips, and puts up guarantees, buybacks, and equity. The scale exceeds $500 billion, and Jensen is the one who calls the shots.
Now he’s gone, and CFO Colette Kress is stepping in on an interim basis. She’s the one who once slashed $250 billion in data-center guarantees by more than half.
What is Wall Street afraid of? That she’ll tighten the taps as soon as she takes over. Even a small turn of the valve could pull $50 billion out of the AI ecosystem, leaving emerging cloud providers first to run out of air.
So, will AI collapse?
Chips will still get made, orders will still be delivered. But once that “faith” is gone, valuations will be the first to collapse.
Who could succeed him? Kress is only interim. Co-founder Malachowsky is a veteran. Lisa Su’s name keeps getting floated, and Trump has even called for Cook to take over.
Here’s my question: do you think Kress will keep playing benefactor to steady the ship, or cut the guarantees first to protect her own balance sheet?$NVDA $SOXL $KORU