Jensen Huang has apologized, and shareholders need to seriously consider the consequences. Previously, researching Nvidia involved examining chips, orders, and data centers. Now, it's also necessary to examine the CEO's family life. On November 8th, Jensen Huang admitted to an extramarital affair and apologized in a letter to employees. Nvidia's board of directors announced an independent investigation. As soon as the news broke, people online started planning the process for the parties involved: divorce, stock division, stock sales, and calculating how much the stock price would drop. Before the parties' next steps were announced, shareholders had already completed their stress tests. However, jokes aside, this matter does warrant discussion based on some data: First, even though Huang is still around, the board has started investigating. Nvidia's official statement is: an independent investigation has been launched, led by independent directors and external independent lawyers. The board also stated that there is currently no reason to believe that national security or company secrets have been compromised, and they maintain confidence in Jensen Huang and the management team. Shareholders' concerns are also very real: How much energy will Huang dedicate to the company going forward? How will customers and regulators react? Will this incident affect business operations? Previously, concerns about chip delivery were high; now, the focus has shifted to whether the CEO can concentrate on his work. II. The news hasn't even fully unfolded, and the stock has already experienced a significant drop. Let's look at the market performance before the announcement: October 28th: Nvidia closed at $215.38 November 5th: Closed at $181.60, a 9.26% drop that day. November 6th: Rebounded 2.78%, closing at $186.64. From October 28th to November 6th, the cumulative drop was approximately 13.34%. This decline occurred before the November 8th admission of infidelity; the market had already digested concerns about the expansion and regulation of AI infrastructure. Investors had just finished analyzing whether data centers could still be built, and now they're forced to analyze the CEO's personal life. III. If the assets are indeed divided, what will happen to the stock price? If a divorce and share division occur in the future, and further assuming that all the shares received are sold, the potential value is approximately $75.7 billion. Following this assumption, we can calculate more specifically: Based on the closing price of $186.64 on November 6th, $75.7 billion corresponds to approximately 406 million shares. This amount is equivalent to: Approximately 1.33 days of trading volume on November 5th Approximately 2.26 days of trading volume on November 6th Let's look at the market's daily throughput: On November 5th, Nvidia traded approximately 306 million shares On November 6th, approximately 180 million shares were traded. Assuming 100 million shares need to be sold, this represents approximately 33% and 56% of the trading volume on these two trading days, respectively. IV. How much room for share buybacks does the company have? On the other hand, Nvidia itself has also prepared a substantial share buyback quota. On September 28th, the company announced an additional $150 billion in buyback authorization, bringing the total remaining authorization to $235 billion, expected to run until fiscal year 2028. Based on a static conversion of $186.64 per share, this amount corresponds to approximately 1.259 billion shares. The amount is large, but it's a multi-period authorization. V. More important than the family fortune is the premium Nvidia is worth. Nvidia's revenue in the second quarter of fiscal year 2027 reached $96.2 billion, a year-on-year increase... 106% Quarterly revenue approaching $100 billion is underpinned by product, customer, supply chain, and the company's overall execution capabilities. However, it's undeniable that the market has long factored Huang Renxun's judgment, industry influence, and ability to drive company growth into Nvidia's valuation. This event has prompted a recalculation of this value. Previously, shareholders hoped Huang would sell chips well; now, they might also need to add: "Boss, please take care of your own business as well." After all, people are buying Nvidia, not a yearly subscription to a Silicon Valley drama. Nvidia, Huang Renxun, NVDA, US Stocks, AI