I remain bullish on
$NVIDIA(NVDA)$ Nvidia’s long-term prospects, even without Jensen Huang. His leadership has been crucial, but Nvidia’s real competitive advantages lie in its CUDA ecosystem, technological edge and strong relationships with major cloud providers. These strengths will not disappear overnight.
However, further valuation pressure is possible if a leadership change is confirmed. Even strong earnings on November 17 may not immediately restore investor confidence. I would prefer to wait for more clarity before making aggressive moves.
Personally, I would consider accumulating NVDA gradually if the price falls further rather than trying to catch the bottom. AI infrastructure demand remains a strong long-term growth driver, but I will stay disciplined with position sizing and avoid chasing short-term rebounds.
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