alt Hacker NewsWe'll see.
Another way to put this is "Do you feel comfortable shorting NVDA tomorrow morning based on this news?" Because if Huang is removed it's very likely they will face challenges finding and reacting the next big use-case for GPUs, not to mention capitalizing on AI (which already is seeming shaky for other reasons). If you're completely confident that this will result in his removal, it seems like there's easy money to be made here.
Personally I don't feel comfortable enough to put my money where my mouth is. I'd give it even odds, but even odds, to me, is not enough to say it'll go one way or another.
Replies
> Another way to put this is "Do you feel comfortable shorting NVDA tomorrow morning based on this news?"
This is a silly way to read corporate governance. There exist finer levers for tuning up and down exposure than going long or short.
> If you're completely confident that this will result in his removal
Straw man. Nobody argued this.
What's being argued is that the top comment's implication–that this is par for the course–is bullshit. The Board is signaling a partial loss of confidence in their CEO. There is also substantial risk, though no assurance, that Jensen will step down.
> I'd give it even odds
That's what about 50% chances mean.
> Because if Huang is removed it's very likely they will face challenges finding and reacting the next big use-case for GPUs
Huang has done a fine job managing NVidia, but he's also the poster child for "better lucky than good."
It's not like he led NVidia out of dire straits to pivot into the cryptocurrency/blockchain, and then AI, bubbles. They were making hardware for computer graphics, and that just so happened to be the same foundational hardware for the two biggest technology bubbles of the 21st century, twice in a row.
I find it hard to believe NVidia's incredible success can be attributed exclusively to him. Sometimes you're just in the right place at the right time.