Shay Boloor(@StockSavvyShay):You're going to get a lot of AI FUD today but just remember that $META, $AMZN, $GOOGL, $SPCX and $MSFT aren't suddenly going to stop building capacity, enterprises aren't going to abandon AI adoption and inference workloads aren't going to disappear because $NVDA has a new CEO. Also nothing about Nvidia business will change in next 2 years but I totally understand the uncertainty for next decade due to how much of Nvidia's strategy and customer relationships have been shaped by Jensen personally. But again selling the whole semiconductor complex off this news is just silly because the demand for memory, networking, power and compute remains completely intact.

2026.11.12 14:29

You're going to get a lot of AI FUD today but just remember that $META, $AMZN, $GOOGL, $SPCX and $MSFT aren't suddenly going to stop building capacity, enterprises aren't going to abandon AI adoption and inference workloads aren't going to disappear because $NVDA has a new CEO. Also nothing about Nvidia business will change in next 2 years but I totally understand the uncertainty for next decade due to how much of Nvidia's strategy and customer relationships have been shaped by Jensen personally. But again selling the whole semiconductor complex off this news is just silly because the demand for memory, networking, power and compute remains completely intact.