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Jensen Huang is Out at Nvidia & Bitcoin is Crashing?! | Jordi Visser
- Visser: analysts slashed Nvidia price targets after Huang's exit but left earnings forecasts untouched
- He points to the China-US chip fight, not just scandal, as the likely driver of the ouster
- Bitcoin's drop to $69K tied to the largest weekly rise in 2-year yields since 2022
- Strategy's index removal and tokenization discussed alongside AI-crypto convergence
The tell for Nvidia holders is the gap Visser flags: Wall Street cut targets without touching numbers, so the discount reflects leadership risk rather than demand. He frames the semiconductor deleveraging that preceded the news as the real move, with next week's earnings report the clearing event, and attributes Bitcoin's slide to rates rather than crypto-specific damage.
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.
Bloomberg Businessweek Weekend - November 13th, 2026
- Ed Ludlow on Jensen Huang's ouster from Nvidia, his limited equity stake and the DOJ espionage probe
- NYSE's Lynn Martin on settling tokenized stocks via Avalanche and the push to 23x5 trading
- Fable Studio's Edward Saatchi on an AI-generated feature film made by 30 people in nine months
- Bloomberg's Chris Palmeri sees GTA 6 at up to 40 million units and $3 billion in early retail sales
The concrete call here is on Take-Two: Palmeri frames GTA 6 as a $3 billion opening act and the company as the last dominant pure-play publisher as the industry consolidates. The Nvidia segment cuts the other way, with leadership now interim and a federal espionage probe running into an earnings report.
Inside Jensen Huang’s Final Hours as Nvidia CEO
- Ian King: board had no choice once the affair involved an employee; only one sell rating remains on Nvidia</list-item>
- Arm CEO Rene Haas floated as a successor; CFO Colette Kress and team holding things together for now
- Seoul bureau: Samsung and SK Hynix relationships ran through Huang, and they are half the Kospi
- Joe Wiesenthal on Mega Speed, neocloud GPU access, and the unwritten rules on Chinese firms renting chips abroad
The bull case now rests entirely on Nvidia's engineers rather than its frontman: reporters argue the chips, CUDA and the customer queue outlast Huang, while analysts have yet to downgrade. The open risk is relational, since supplier ties in Korea and Taiwan were personal, and Washington scrutiny of chips reaching Chinese users through offshore neoclouds is only starting.
A fresh one-year low at $162.85 undercuts the March 30 trough by 1.29%, and the selling spread across the chip complex: AMD, a competitor, fell 8.75%, with supplier Fabrinet down 7.51% and IREN off 6.72%.
- Press release
Lilly Lehigh Valley groundbreaking
Moves: Nov 13, 2026 · Alpha Vantage daily close
10 more related stocks · 6 have no US listing
NVIDIA Fallout, Chip Volatility and the Case for 60/40
- Panel split on Nvidia after Huang's resignation: bulls cite a forward multiple near 10 and 300 billion in free cash flow
- Kevin Simpson sold half his Nvidia at a 20% loss on price-action rules, buying at $200 and exiting in the $160s
- Nvidia board reportedly approached Arm CEO Rene Haas as successor; Arista flagged as clearest chip beneficiary
- Retail earnings week ahead for Home Depot, Walmart, Costco, TJX and AutoZone, with weak consumer sentiment a drag
The committee can't agree on what a leaderless Nvidia is worth: one member mechanically dumped half his stake at a 20% loss while another is putting new client money in at these levels. With earnings next week, the next report settles the argument.
NVDA Coverage
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AJ Tiarsmith Harvard Cut Nvidia by a Third and Bought AMD
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