NVDANVIDIABearishNVIDIA

Today on

Another twist in the Nvidia story as the company’s board investigates its Founder CEO. Markets essentially shrugged off the first round of this saga on the assumption that the CEO would weather it. This latest development challenges that assumption in an environment in which This is no ordinary CEO This is no ordinary company This is no ordinary sector This is no ordinary time. With so much levered to all this, and with so much uncertainty in play, it's hard to see the effects contained to just the company. #economy #markets #nvidia @nvidia #ai #arificialintelligence

NVDANVIDIANeutralNVIDIA

2d ago on

Thank you, Greg, for the interesting conversation. #economy #nvidia #markets @nvidia @NewsHour https://t.co/NQ7fNlDktV

NeutralNVDANVIDIANVIDIAQQQNasdaqNasdaq

2d ago on

Given Nvidia’s role in tech, this combination (Nasdaq up 2.4% and Nvidia down 5.8%) seemed highly unlikely before today. It signals strong dip-buying investor appetite across the sector, coupled with market optimism that Nvidia’s issues remain contained. #economy #markets @nvidia #nvidia #tech

NVDANVIDIANeutralNVIDIA

3d ago on

While Nvidia has sought to reassure us all, there are several layers here, beginning with the unfortunate timing. For example: The company is systemically important for tech, markets and the economy; Investors tend to struggle to price in key-person and governance issues; and there are fluid national security and geopolitical dynamics. @nvidia #nvidia #markets #tech #ai #artificialintelligence #economy

NVDANVIDIABearishNVIDIA

3d ago on

The so-called “key-man risk” looms large here, and it’s doubtful markets have adequately priced it in. This will not be easy for the board to navigate. @FT @nvidia #nvidia #markets https://t.co/rPkIfKmcRj