A variant of that idea is the push Jensen could have he's already done by now. The company is basically set and it will continue to do it's thing into the future. Apple as corollary example. He just can't as one person have been in day to day of everything that made Nvidia tick.

Everyone is somewhat replaceable but the work they historically have done might have been critical to reach current stage. And Nvidia may miss on what he could have done but it will take a while for the downturn to happen and others are just as capable. They may find another internal or external candidate that may be able to push further. Market will price the uncertainty until then.