I remain cautiously bullish on-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I remain cautiously bullish on Nvidia's long-term fundamentals, but I would wait for greater clarity before buying the dip.

Jensen Huang's leadership has been instrumental in Nvidia's success. However, its competitive advantages extend beyond one individual. CUDA, advanced GPUs, networking infrastructure and established hyperscaler relationships remain valuable assets.

My concern is not simply who becomes CEO, but whether a leadership transition affects innovation, customer confidence and product delivery.

At $160, Nvidia might appear attractive relative to previous valuations, but a falling share price does not automatically mean a bargain.

I would prioritise earnings guidance, customer commitments, gross margins and succession clarity before considering an entry.

Ultimately, Nvidia can thrive without its founder, but the next leadership team must demonstrate that its technological dominance and profitability are sustainable.

Jensen Huang Resigns: Can Nvidia Hold After a 4.34% Drop?

Nvidia (NVDA) fell 4.34% Thursday (Nov 12) after saying CEO Jensen Huang resigned immediately as president, CEO and director; the stock was down as much as 14.35% intraday. CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":629118085645104,"tweetId":"629118085645104","gmtCreate":1794636956236,"gmtModify":1794637908775,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.15","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1797265201862,"sortingWeight":0,"wearable":1},{"categoryType":1100,"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":675,"starInvestorFlag":false},"themes":[{"themeId":"905941babea344598aec80796d42be8b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Jensen Huang Resigns: Can Nvidia Hold After a 4.34% Drop?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":905941babea344598aec80796d42be8b}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia (NVDA) fell 4.34% Thursday (Nov 12) after saying CEO Jensen Huang resigned immediately as president, CEO and director; the stock was down as much as 14.35% intraday. CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I remain cautiously bullish on Nvidia's long-term fundamentals, but I would wait for greater clarity before buying the dip.\n<p></p>\n<p>Jensen Huang's leadership has been instrumental in Nvidia's success. However, its competitive advantages extend beyond one individual. CUDA, advanced GPUs, networking infrastructure and established hyperscaler relationships remain valuable assets.</p>\n<p>My concern is not simply who becomes CEO, but whether a leadership transition affects innovation, customer confidence and product delivery.</p>\n<p>At $160, Nvidia might appear attractive relative to previous valuations, but a falling share price does not automatically mean a bargain.</p>\n<p>I would prioritise earnings guidance, customer commitments, gross margins and succession clarity before considering an entry.</p>\n<p>Ultimately, Nvidia can thrive without its founder, but the next leadership team must demonstrate that its technological dominance and profitability are sustainable.</p></body></html>","htmlText":"<html><head></head><body>I remain cautiously bullish on Nvidia's long-term fundamentals, but I would wait for greater clarity before buying the dip.\n<p></p>\n<p>Jensen Huang's leadership has been instrumental in Nvidia's success. However, its competitive advantages extend beyond one individual. CUDA, advanced GPUs, networking infrastructure and established hyperscaler relationships remain valuable assets.</p>\n<p>My concern is not simply who becomes CEO, but whether a leadership transition affects innovation, customer confidence and product delivery.</p>\n<p>At $160, Nvidia might appear attractive relative to previous valuations, but a falling share price does not automatically mean a bargain.</p>\n<p>I would prioritise earnings guidance, customer commitments, gross margins and succession clarity before considering an entry.</p>\n<p>Ultimately, Nvidia can thrive without its founder, but the next leadership team must demonstrate that its technological dominance and profitability are sustainable.</p></body></html>","text":"I remain cautiously bullish on Nvidia's long-term fundamentals, but I would wait for greater clarity before buying the dip. Jensen Huang's leadership has been instrumental in Nvidia's success. However, its competitive advantages extend beyond one individual. CUDA, advanced GPUs, networking infrastructure and established hyperscaler relationships remain valuable assets. My concern is not simply who becomes CEO, but whether a leadership transition affects innovation, customer confidence and product delivery. At $160, Nvidia might appear attractive relative to previous valuations, but a falling share price does not automatically mean a bargain. I would prioritise earnings guidance, customer commitments, gross margins and succession clarity before considering an entry. Ultimately, Nvidia can thrive without its founder, but the next leadership team must demonstrate that its technological dominance and profitability are sustainable.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/629118085645104","repostId":0,"isVote":1,"tweetType":1,"viewCount":43,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":814,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/629118085645104"}