Re:NVIDIA Announces CEO Transition
by lentil_soup on Thursday November 12, 2026 @10:31AM
(#50469053)
what kind of argument is this?
the stock value just represents what people think the company is (or will be) worth, them selling products at 50% margin is what brings the money, the stock value doesn't give NVIDIA extra cash (unless they're selling or leveraging their own stock reserves to get even more cash?). And definitely shareholder value is not the economy.
and also, how is the efficiency bad now? surely that allows for innovation and other companies and people to get cheaper hardware (assuming they somehow have to lower their margins because Jensen left, still don't get that argument)
the stock value just represents what people think the company is (or will be) worth, them selling products at 50% margin is what brings the money, the stock value doesn't give NVIDIA extra cash (unless they're selling or leveraging their own stock reserves to get even more cash?). And definitely shareholder value is not the economy.
and also, how is the efficiency bad now? surely that allows for innovation and other companies and people to get cheaper hardware (assuming they somehow have to lower their margins because Jensen left, still don't get that argument)