The Fall of NVIDIA CEO Jensen Huang

HockeyJon said:
Current TRAILING PE, which is an important distinction. The trailing PE is high because earnings are rising quickly. Current FORWARD PE is 25-33 depending on which estimates and projections you're using. Current S&P500 forward PE is around 22, which means AMD isn't richly valued. Investors aren't interested in what you made in the past, they're interested in what they think you can make in the future, and by that measure, they're cautiously optimistic on AMD, not euphoric.
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Having learnt a similar bitter lesson in an erstwhile blue chip software stock that suddenly fell from grace in a micro second, I disagree. As soon as there is even half a whiff of growth slowing, expect a -200 day in AMD, last week's volatility is only a harbinger of things to come...
 
undertaker2k8 said:
Having learnt a similar bitter lesson in an erstwhile blue chip software stock that suddenly fell from grace in a micro second, I disagree. As soon as there is even half a whiff of growth slowing, expect a -200 day in AMD, last week's volatility is only a harbinger of things to come...
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You can do whatever you want to do. I don’t have a position in AMD at this time, myself, and don’t plan to open one at this time. That said, if you think it’s being valued with a 100 PE, you’re incorrect. That’s simply not how investors are trading it. A lot of people are throwing the word “bubble” around far too often. The market has remained disciplined and even skeptical, and these companies have seen their stock prices surge because their earnings have surged, which is logical. How much growth is left? Not sure, but the market is telling you, at this price, that they think AMD will beat the market, but not by much. That’s not bubble behaviour.

Software got re-rated due to AI. A lot of it was probably an exaggerated move, but it happens. Sorry you got caught up in that. I did as well with one of my software stocks, but that’s also why we diversify.
 
hundreds of billions of value wiped out

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"Law Firm Wachtell Lipton to Lead Nvidia Internal Investigation​

Elite New York firm will probe whether the technology company was the target of foreign espionage effort​



im-74433493?width=700&height=449.jpg

Law firm Wachtell Lipton will lead an independent investigation into whether Nvidia NVDA -5.47%decrease; down pointing triangle was the target of a foreign espionage effort, the company said Tuesday, following revelations that CEO Jensen Huang had an intimate relationship with an industry executive suspected of working for Chinese intelligence.
The board announced the investigation on Sunday, as Nvidia faces scrutiny from U.S. officials and shareholders after Huang admitted to a relationship with Alice Huang, an executive at the Singapore-based data center firm Megaspeed."

https://www.wsj.com/tech/law-firm-wachtell-lipton-to-lead-nvidia-internal-investigation-d37731c7
 

"Chinese ‘spy’ Alice Huang flooded social media with pics of Nvidia boss lover — and bragged about her access to him​



SAN FRANCISCO — Accused spy Alice Huang flaunted her access to Nvidia’s $150 billion boss Jensen Huang on her Chinese social media account — repeatedly posting photos with him, according to images uncovered by The Post.
Alice, 42, served as a top executive at the Singapore-based Megaspeed, an Nvidia customer that spent billions on chips for data centers in Southeast Asia.
The company is accused of helping to circumvent US export rules and smuggle top-performing chips into China. Megaspeed denies this."

1794373550592.png

https://nypost.com/2026/11/10/busin...-social-media-with-pics-of-nvidia-boss-lover/
 
Share holders being mislead on circular financing giving a false revenue and growth prospects, illegal GPU's ending up in China in very large volumes, being sent to Thailand with Marked increase in billions of GPU's while scant GPU's could be bought for consumers. Add in the spy accusations and if any connections can be established with illegal trade and bypass of export laws. I can see some major share holder lawsuits, huge ones pending depending more as information is available. Board getting rid of Jensen is also a catch 22, it is a form of admission of wrong doing, no matter how they word it which can be used for evidence as well in lawsuits. Maybe the largest lawsuits of all time. Jensen stepping down voluntarily would be the best outcome for the board as far as I can see. Giving reason to fix his relationship with his wife or something like that. At this point excessive shorting of the stock still is not present, indicating market confidence at this stage is still holding regardless of the huge losses.
 
This may have been addressed already, but why do so many stock owners jump ship because of this? How does this correlate with the company losing money or failing?
 
HeavensCloud said:
This may have been addressed already, but why do so many stock owners jump ship because of this? How does this correlate with the company losing money or failing?
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The issue is how much of the growth was real, then how much profit was derived by less than legal means if that occurred. It seeds doubt plus future policy towards data centers and their growths. A lot of factors I would think. An explosive growth does not last forever, investing just becomes questionable on an already inflated price.
 

“Senate Banking Republican calls on Nvidia CEO to resign​

Sen. Kevin Cramer said Jensen Huang poses a national security risk.
Jensen Huang listens while seated in a crowd.

Nvidia CEO Jensen Huang listens as President Donald Trump speaks during an event at the U.S. Institute of Peace in Washington on Oct. 8, 2026. | Julia Demaree

A senior Republican member of the Senate Banking Committee is calling for Jensen Huangto step down as CEO of Nvidia following the disclosure that he had an extramarital affair with an alleged Chinese spy.
North Dakota Sen. Kevin Cramer said Huang’s actions as head of the world’s largest AI chip company pose a clear national security risk.“

https://www.politico.com/news/2026/11/10/senate-banking-republican-nvidia-ceo-resign-01160543
 
erek said:

"Law Firm Wachtell Lipton to Lead Nvidia Internal Investigation​

Elite New York firm will probe whether the technology company was the target of foreign espionage effort​



View attachment 836032
Law firm Wachtell Lipton will lead an independent investigation into whether Nvidia NVDA -5.47%decrease; down pointing triangle was the target of a foreign espionage effort, the company said Tuesday, following revelations that CEO Jensen Huang had an intimate relationship with an industry executive suspected of working for Chinese intelligence.
The board announced the investigation on Sunday, as Nvidia faces scrutiny from U.S. officials and shareholders after Huang admitted to a relationship with Alice Huang, an executive at the Singapore-based data center firm Megaspeed."

https://www.wsj.com/tech/law-firm-wachtell-lipton-to-lead-nvidia-internal-investigation-d37731c7
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“The independent members of the NVIDIA Board have retained former acting U.S. Attorney of the Southern District of New York Joon H. Kim and his firm Wachtell, Lipton, Rosen & Katz to conduct a thorough and independent investigation as was announced on Sunday.”

https://nvidianews.nvidia.com/news/statement-from-the-independent-members-of-the-nvidia-board
 
I'm still up over 1000% on NVDA, I hope they keep Haung as CEO personally, as I agree, he pretty much IS nvidia. If they out him over this, I'm not sure if I would sell or not, because lets face it, no one can touch nvidia or its ecosystem as it stands right now.
 
Jensen thinks its all fun and games until he meets the Karen hate group model that surports other married women looking for the next cheated victim to defend.
 
crazycrave said:
Jensen thinks its all fun and games until he meets the Karen hate group model that surports other married women looking for the next cheated victim to defend.
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Jensen's current list of problems is a little beyond a school of angry fishwives.

I mean, he a billionaire and generally the Epstein class don't have to wear a black bag on their heads with the authorities demonstrate just how much pain you can experience without leaving a mark. I'm betting this isn't over yet, though, Jensen has just compromised the entire fundamental security structure of every country that isn't China. Forget the chips, think about the software, how much did he give up? How much did she get private access to? He seems to have been very sloppy with her proximity to privileged data. Not only that, but was it smuggling GPUs into China that opened up this vulnerability at nVidia?

The coming weeks will be interesting, it could be that we've only seen the first few nuggets of a massive shit storm hitting a very large fan. Or we'll just end up with another demonstration that corruption is exactly how this economic class function in and above human civilization.
 
Twisted Kidney said:
Jensen's current list of problems is a little beyond a school of angry fishwives.

I mean, he a billionaire and generally the Epstein class don't have to wear a black bag on their heads with the authorities demonstrate just how much pain you can experience without leaving a mark. I'm betting this isn't over yet, though, Jensen has just compromised the entire fundamental security structure of every country that isn't China. Forget the chips, think about the software, how much did he give up? How much did she get private access to? He seems to have been very sloppy with her proximity to privileged data. Not only that, but was it smuggling GPUs into China that opened up this vulnerability at nVidia?

The coming weeks will be interesting, it could be that we've only seen the first few nuggets of a massive shit storm hitting a very large fan. Or we'll just end up with another demonstration that corruption is exactly how this economic class function in and above human civilization.
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People are rarely held accountable at his level. Although this may be the leverage needed for government to squeeze him where they couldnt before
 
Twisted Kidney said:
was it smuggling GPUs into China that opened up this vulnerability at nVidia?
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she is a proxy for Ali Baba (& other Chinese companies)

Jensen definitely would have known what he is getting into.

normally these kind of things, Nvidia gets away with a slap on the wrist — like a fine — but this time the spy angle is played up to bring nvidia more in line on the export controls & not just wink an eye at it
 

“Megaspeed's vacant offices raise questions about ties to Nvidia and China​


The unusual global footprint of Megaspeed International, the Singapore-based company at the center of the NvidiaChinese spy scandal, is fueling questions about whether it's a front for the Chinese government.

One of Megaspeed's leaders is Alice Huang, the woman with whom Nvidia CEO Jensen Huang was having an affair, and who is suspected by U.S. intelligence of being an asset of China's Ministry of State Security. In the past three years, Megaspeed, formerly a gaming company, has been one of Nvidia's biggest foreign customers, purchasing nearly $5 billion in AI chips and advanced hardware, The New York Times first reported.

And yet Megaspeed's corporate headquarters sat practically empty,“

🪫

Source: https://www.cbsnews.com/news/megaspeed-nvidia-china-ties/
 
erek said:

“Chinese university buys Nvidia AI H200 chips despite US ban, records show​

A Chinese defence-linked university bought two H200 chips last month, as scrutiny grows over Nvidia CEO Jensen Huang’s affair with an alleged spy for Beijing.“

Source: https://www.aljazeera.com/news/2026...dia-ai-h200-chips-despite-us-ban-records-show
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China has been buying anything they can from NV, AMD, Intel, etc. for years whether the tech is banned for sale there or not. One need look no further than the theft of entire shipments here in the US alone. They are the biggest thieves in the world. Two chips is a drop in a huge bucket.
 
HeavensCloud said:
This may have been addressed already, but why do so many stock owners jump ship because of this? How does this correlate with the company losing money or failing?
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This is the first time he’s been reported/called out for having an affair. Has it happened before? Have previous ones cost Nvidia any proprietary design plans?

Once you start investigating that rabbit hole, the possibilities are endless… and scary. It means the guy at the top is a liability. That is bad for business.
 
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