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.

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.

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…

It’s just an excuse to pint at while the bubble pops.

cousins!

Its gonna be a fun christmas dinner

The USA would have turned on a president back in the day for having a affair we literally saw that happen with Clinton. The president would have been impeached.

It's literally that Trump filled the government with people sycophantic to him and broke so much stuff that holding him accountable is a pipe dream.

On the other hand, I read an article that basically alleged that Huang's wife was in oj the deal to sell chips to the CCP and I suspect the affair(s) was an open secret. The only reason they are considering ousting him is to save face and curtail the scope of the probe/investigation.

Don't get it twisted, they're more concerned that the gov will attack the company over its illegal exports and that the CEO might get fired, him being the boss for over 3 decades, he'd bee tough to replace. This combination could pop the already stressed bubble AI is in since theirs no telling how well a new CEO will fair

How many of those jackets has he also fucked?

I’m sure it has NOTHING to do with illegal exports and the reports this was known since 25 and covered up. And those that helped cover were just dealt a historic blow.

They could be reacting to the likelihood of the board removing him as CEO, rather than the company's role in society. He's been the only CEO since the company began, and they have certainly performed better than the competition. There's no way of knowing what a new, unnamed CEO would do.

Realistically though, those are long-term concerns. The market tends to be much more short-sighted, usually on this quarter's results.

I was also surprised. Musk has literally made cars with an autopilot that killed a lot of people and made a nazi salute in public.

I think this will also blow over but it would be a big deal I guess if jensen is replaced.

Nvidia has a report in six days and at this price of 158 dollars, a good report may actually boost the stock for once.

Mostly because Musk has been able to keep his stocks mostly high. Jensen's actions might be the start if the bubble collapse, casuing the boards investments to all start plummeting. They want to try to right the ship before they lose too much value.

That being said, I don't know if a new CEO is going to be better for consumers looking for GPUs. The new CEO might only care about data center compute given the size of that business currently.

Pretty sure someone from the trump circus is more than ready to take over.

Looks to me like he is just a sales man that talks a lot of bs. Anyone can replace him. Even AI could do that job.

This is going to be like when openAI ousted altman all over again.

Is he? He's always seemed extremely tangental to me.

I don't think I've ever heard the man speak