Is Nvidia Worth This Much Less Without Jensen Huang?

• Nvidia co-founder/CEO Jensen Huang resigned after extramarital affairs with a suspected Chinese spy and a direct report. • NVDA market cap fell from $5.8T peak to $3.93T; stock down 13% this week on leadership change concerns. • Author maintains long-term bullish view, citing Nvidia's tech dominance, 70% 2027 revenue growth guidance, and forward P/E of ~10. Nvidia founder Jensen Huang resigned after reports of affairs with a suspected Chinese spy and a direct report. Shares fell 13% this week, trimming the market cap from $5.8T to $3.93T. The author argues the sell-off is overdone: Nvidia’s technology leadership, locked-in 2027 revenue, and pipeline are intact, and the stock now trades at just 10× forward earnings. He is holding and suggests others should too.