⚡️Will Jensen Huang step down as Nvidia CEO due to an extramarital affair? The answer from the capital market is extremely counterintuitive. On the prediction market Polymarket, the probability of "Jensen Huang resigning or being removed as Nvidia CEO this year" is only about 11%. What's truly noteworthy are the bets made by large funds: An account with a 95.2% win rate heavily bet on "No"; A seasoned investor with a 79.9% win rate invested $23,000 on "No," 6.55 times his usual single bet. These smart money investors are betting with real money: Huang's leadership is rock solid. Does this scenario seem extremely familiar? Back when Liu Qiangdong was embroiled in a sex scandal in Minnesota, the entire internet thought JD.com was about to change. And what happened? JD.com's stock price plummeted but quickly stabilized, and Liu Qiangdong returned to the helm. Because investors know perfectly well: as long as the company's fundamentals don't collapse, a founder's personal scandal is merely a public relations issue, not a business problem. Nvidia is operating under the same logic. As long as the demand for AI computing power remains, as long as Blackwell chips are still in high demand, Wall Street doesn't care about the CEO's private life. However, American politicians won't let Huang off the hook so easily, because it involves the competition and rivalry between China and the US in AI, Huang will likely suffer a significant setback this time. When Trump was asked about this today, he quickly tried to smooth things over: "Huang is a good person; he probably has an explanation for this." Do you understand? In the face of a trillion-dollar empire and absolute interests, infidelity is gossip, espionage is an investigation, but certainly not a reason for resignation.