Well it matters for more than one reason. He cheated on his wife with a literal spy, that is going to hurt Nvidia especially now that Democrats are going to take power and they may actually hold people accountable for breaking export restrictions.

Then there's the fact that his a wife may divorce him and there is no prenup. Most of his wealth is Nvidia stock and she will take half of that. Overnight she's gonna become a major stakeholder in the company. How she will act with that power nobody knows and investors don't like unknowns.

Yeah, but... and hear me out, those affairs were not of pedophilic nature. If you want to play with the big boys you got to... no, not going to finish that sentence, need to go clean myself in the shower from all this crap.

Orange was voted in, they can't oust him. Plus being president of the United States tends to come with a lot of power. Jensen only has a 3.6% stake in the company and no supermajority requirements like Tesla has. This second relationship is with a vice president who reports directly to him. Many have been ousted in the past for having relationships with employees in violation with company policy, e.g. Intel's Krzanich and Nestlé's Freixe.

I think the most likely scenario is that the affair with the Chinese spy is much worse than has been revealed in the press so far, so NVIDIA is trying to get ahead of that story by revealing this and ousting Jensen for it, even though it's fairly uncommon to fire a CEO over an affair.

Neither huang nor the other lady are white. Trump and elon are.

And nobody mentions the possibility that this guy and his wife may have an open or poly marriage, an agreement not as uncommon as most people think. Due to stigma most poly people don't tell everyone or anyone about their love life - because it is their love life, not that of a billion spectators or whoever.

About the spying I can't say anything. About their marriage I can say: Let the two decide what they make of it.

I suppose it’s a question of image: if you’ve hit rock bottom anyway, nothing matters these days. But if you’ve got a good reputation…

When the leadership does something bad its one thing, when the arms dealer does something bad its a WHOLE OTHER can of worms. This has been true since ye olden times. This is just the modern equivalent. Jensen and his leather jacket is literally the biggest arms dealer in the digital space functionally speaking.

And when leadership was more lax and forgiving investors are going to not react as hard, but with a shift in leadership at a pivotal point where its highly unclear if that shift is going to matter or not. It means you as an investor need to hedge HARD and be really cautious.

All it would take is a reclassification, restriction or some other change that limits or pulls in nividia and the rest of the compute space to bankrupt a LOT of the investors right now because of how large things have gotten.

If the new leadership decides that Nvidia and their products and secrets are now also matters of not only national concern but national defense? Which considering how things are being treated in some respects is not a unreasonable consideration. The entire global market could shift fast and hard, leaving a lot of investors holding a bag.

Politicians just need to see the whole AI and digital war front as a thing that needs to addressed with more seriousness and decide that nvidia/amd is no longer allowed to deal with china at all and it would likely pop the bubble HARD.