Most people think Nvidia is missing a CEO. What it’s really missing is consensus.
Treasury Secretary Bessent said Sunday that the company must look outside for a candidate, and that the board has 10 days to explain its export-control compliance issues.
Meanwhile, two investors jointly wrote to the board on Friday: take your time, don’t rush the decision, and keep the possibility of Jensen Huang’s return on the table—not demanding that he be reinstated immediately, just asking the board not to shut the door.
Musk signed the petition calling for Huang’s return. It has more than 115,000 signatures, including nearly 6,000 Nvidia employees and over 63,000 shareholders.
The list of candidates keeps growing: alongside Arm’s Rene Haas, Nvidia CTO Kagan and Apple hardware chief Srouji have also emerged as contenders.
One side wants an outside hire and a compliance overhaul; the other wants Huang back and a deliberate process. Nvidia closed Friday at 162.85, down 14% for the week.
Until this tug-of-war is settled, I’m not chasing a rebound. Tuesday’s post-market Q3 results will be the decisive moment: if Q4 guidance is raised and the succession plan is made clear, I’ll admit I was wrong and turn bullish; if guidance is lowered or vague, 162.85 won’t be the bottom.
An outside hire, or Huang’s return—which side are you on?
Not investment advice.
$NVDA
#NVDA #英伟达 #EarningsSeason
Treasury Secretary Bessent said Sunday that the company must look outside for a candidate, and that the board has 10 days to explain its export-control compliance issues.
Meanwhile, two investors jointly wrote to the board on Friday: take your time, don’t rush the decision, and keep the possibility of Jensen Huang’s return on the table—not demanding that he be reinstated immediately, just asking the board not to shut the door.
Musk signed the petition calling for Huang’s return. It has more than 115,000 signatures, including nearly 6,000 Nvidia employees and over 63,000 shareholders.
The list of candidates keeps growing: alongside Arm’s Rene Haas, Nvidia CTO Kagan and Apple hardware chief Srouji have also emerged as contenders.
One side wants an outside hire and a compliance overhaul; the other wants Huang back and a deliberate process. Nvidia closed Friday at 162.85, down 14% for the week.
Until this tug-of-war is settled, I’m not chasing a rebound. Tuesday’s post-market Q3 results will be the decisive moment: if Q4 guidance is raised and the succession plan is made clear, I’ll admit I was wrong and turn bullish; if guidance is lowered or vague, 162.85 won’t be the bottom.
An outside hire, or Huang’s return—which side are you on?
Not investment advice.
$NVDA
#NVDA #英伟达 #EarningsSeason