Jensen Huang resigns as Nvidia CEO immediately

Re:Jensen Huang resigns as Nvidia CEO immediately by techblueberry on Thursday November 12, 2026 @10:30AM (#50469014)

I think the biggest problem is the way Huang was creating demand by orchestrating the financing of the entire tech industry. The CFO in charge can handle the contract details, but do they have the strategic chops and relationships to keep doing that?

And it was all high risk. It may be only a once in a generation founder who wants to orchestrate that risk.

And again, no one was expecting NVIDIA to stay flat, massive growth was priced in.

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Re:Jensen Huang resigns as Nvidia CEO immediately by prewett on Thursday November 12, 2026 @10:55AM (#50469460)

Massive growth is no longer priced in. The P/E is 20, despite anticipation that this quarter’s results are 100% year over year.

I would say it’s under-priced, but I get really nervous when my thinking diverges this strongly from the market. Previous confidence in my thinking has not gone well.

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