How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era
- Bernstein's Stacy Rasgon downgraded Nvidia on key-man risk plus open government investigations
- Direct China sales are only about 8% of revenue; smuggling exposure sits in the Taiwan customer bloc
- Broadcom guides data-center revenue to $115B in 2027 and $230B in 2028; AMD GPU sales nearly tripling toward low $40B
- Earnings preview: interim CEO Colette Kress faces questions on talent retention and vendor financing
A sell-side analyst who covered this name through the whole run just pulled his buy rating, and his reasoning centers on who signs off on the next architecture bet. He frames Broadcom's data-center ramp and AMD's GPU trajectory as real share, with OpenAI, Meta and Google TPUs already spreading orders around. Next week's earnings report has to be flawless.