Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
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参加 July 2025
231 フォロー中 1.1M ファン
All I’m going to say is that I hope board of $NVDA stands by Jensen, despite media and political pressures.
The same way $TSLA and SpaceX stood up for Elon Musk around similar allegations.
The AI trade won’t end off this but for Nvidia’s best interest, he should remain CEO.
Otherwise I see Nvidia’s valuation crashing due to extreme uncertainty, with a lot of capital rotating to $AMD and other competitors.
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