The Kobeissi Letter
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参加 June 2015
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The million dollar question:
Will Jensen Huang deny allegations of the second affair reported by the New York Times just now?
If not, we are revising our outlook to a near-certain likelihood (>90%) that Huang will be removed from his role as CEO of Nvidia.
This is a material shift in the backdrop for the most important component of the AI Revolution.
The market is now pricing-in his exit.
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