Analyst estimates Nvidia could lose 25-30% of value if Jensen Huang is removed as CEO
JOBhakdi · x · 2026-11-10
Analyst @DivesTech puts 15% odds on Jensen Huang being removed as Nvidia CEO, estimating the company/stock would be worth 25-30% less and the global AI GPU competitive landscape would shift dramatically, especially regarding China.
JOBhakdi builds on that with three arguments for why Huang won't leave: the stock would drop 30%+ and Nvidia's edge would erode without founder-level leadership; Nvidia's role as the maker of the most important hardware makes it a US national security asset that the apparatus wouldn't dismantle; and any level of wrongdoing (personal infidelity, corporate confidentiality violations, or national security violations) would be easily overridden by the national security argument. His conclusion: incentives are heavily stacked in Huang's favor, even if he did something wrong.
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