This is hilarious—Nvidia’s drama is getting more and more ridiculous: Jensen had barely walked out the door when someone started a petition in the square calling for him to come back. It’s already hit 77,900 signatures, under the name “Stand With Jensen.”

Meanwhile, Nvidia’s official response poured cold water on the whole thing: they’re not talking to anyone about succession right now. So the petition was handed in, and the company basically said: Thanks, but no chance.

The betting markets are lively, though: Ian Buck is leading on Kalshi at 36%, with acting CFO Kress at 19% and Arm’s Rene Haas at 10%. Dan Ives’s line, “Jensen is not replaceable,” is being shared everywhere.

On one side, the petition crowd: after 33 years, the company’s defining figure is just supposed to walk away? The 77,900 signatures show people don’t want him to go. On the other, the realists: he’s already resigned—can a petition really bring him back? The company says it isn’t even discussing a successor.

I’m with the realists, but there’s a catch: a petition can’t bring someone back, but it does tell us one thing—the market has never really been afraid of earnings reports. It’s afraid of the question: “Is Nvidia still Nvidia without Jensen?” Those 77,900 signatures aren’t for one person; they’re a sign of everyone’s anxiety.

Which side are you on? With 77,900 signatures on the petition, do you think it can really bring Jensen back, or is it just retail investors comforting themselves?

#NVDA