Serenity: If Jensen Huang steps down, Nvidia's valuation could plummet significantly, with capital shifting to competitors like AMD.

November 12 - Serenity posted that it hopes Nvidia's board of directors will continue to support Jensen Huang under media and political pressure, citing Tesla and SpaceX's support for Musk when he faced similar allegations as an example.

Serenity believes that this matter will not end the AI investment trend, but Jensen Huang's retention is more in Nvidia's interest. If Jensen Huang leaves, high uncertainty could cause Nvidia's valuation to plummet significantly and prompt a large amount of capital to shift to competitors such as AMD.

As previously reported, in addition to the previously acknowledged extramarital affair, Jensen Huang also had an extramarital relationship with Kimberly Powell, the company's vice president of healthcare business. This is already the second time Jensen Huang has been exposed for an extramarital affair within a week. Meanwhile, The Wall Street Journal reported that Nvidia's board of directors is preparing to remove Jensen Huang, with a special meeting potentially held as early as November 11 local time to discuss his future. Following the news, Nvidia's stock price fell by about 9% in after-hours trading.