Founders such as Jensen Huang often provide long-term strategic vision, deep technical expertise and strong customer relationships. Their leadership can be particularly valuable in industries where innovation and execution determine competitive advantage.

However, excessive dependence on one individual creates succession and governance risks. A genuinely resilient company should have capable management, established processes and a competitive advantage that survives its founder's departure.

For Nvidia, I would prioritise customer retention, product-roadmap execution, earnings guidance and management continuity over short-term market reactions.

My investment principle is simple: Invest in businesses, not personalities. Exceptional founders can create enormous shareholder value, but sustainable returns ultimately depend on whether the company can continue delivering without them.