Annie 所长|Nov 12, 2026 10:02
Jensen Huang's alleged infidelity, frankly, is at most a family drama for him, something for the general public to watch.
But what truly keeps the market up at night is whether the US government will investigate further, uncovering issues like export controls, antitrust violations, or even the transfer of commercial benefits.
If the $7.5 billion in shipment violations are officially confirmed, it wouldn't be surprising if NVDA's stock price drops another 20-30%.
More problematic is that Huang is practically the soul of Nvidia. He's not only the CEO but also the core link between customer relations, strategic direction, and industry resources.
If Huang were to leave, it would be like reaching the final level in a game and suddenly kicking out your main hero—enough to drastically alter the company's valuation!
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