If Jensen Huang steps down as NVIDIA CEO, investors may reduce their holdings due to uncertainty about his successor.

November 9 - Gary Black, Managing Partner of The Future Fund, posted an analysis on the impact of Jensen Huang's infidelity incident. He questioned whether Jensen Huang can continue to serve as CEO of Nvidia. This could exert short-term pressure on the stock of the world's second-largest company by market capitalization. There is no natural successor within the company.

Although Jensen Huang has not committed any crime or tort, his code of conduct and judgment will be questioned, which is likely to lead the NVDA board to remove him from his position. Even if the market does not see long-term value impairment, many portfolio managers will reduce their holdings in the coming weeks due to uncertainty over who might succeed Jensen Huang as NVDA CEO.