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Global Markets Investor
@GlobalMktObserv
Global Markets Investor is a financial research platform covering global markets and economies. Founded by a Wall Street equity and macro research professional.
Joined July 2023
63 Following    99.2K Followers
Nvidia's leadership CRISIS is threatening its AI dominance: Nvidia's board is reportedly preparing to remove CEO Jensen Huang following revelations of two extramarital affairs, including one with Alice Huang, a former Megaspeed executive reportedly suspected by US intelligence of working for China. The board was expected to meet as soon as Wednesday to determine his future, although no final decision or official announcement has been confirmed. Nvidia shares plunged -7% in pre-market trading, $NVDA, extending their recent decline as investors reassessed the company's governance and leadership risks. As a consequence, Polymarket odds of Huang's resignation or removal by December 31st surged to 89%. Huang's potential departure carries risks far beyond daily operations, given his role as Nvidia's chief dealmaker, a major investor across the AI supply chain and one of the industry's most influential advocates. Huang owns ~3.6% of Nvidia and has ~60 direct reports, while the company's own filings warn that inadequate succession planning could undermine strategic execution and long-term performance. The Nvidia crisis is a crisis for the entire AI industry. $QQQ $NVDL
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