• Fundamental Strengths: Nvidi

• Fundamental Strengths: Nvidia’s underlying business remains massively profitable, with trailing revenue reaching $303 billion (up 83% year-over-year) and operating margins holding near 65%. Its long-term technological moat in AI accelerators keeps core institutional backing intact.

• Political Hurdles: Huang's close ties to President Trump and global tech influence provide some counterweight, though a bipartisan push in Washington to lock down semiconductor supply chains to China could limit how aggressively the company can push back against new regulatory headwinds.

Nvidia After-Hours CEO-Change Report: Can the Rally Hold?

Nvidia rose 2.92% Wednesday; only after the close did reports say its board was discussing Jensen Huang’s future. No decision has been announced—discussion isn’t removal—and the after-hours news doesn’t explain the session gain. The last after-hours trade was about $158.78, 8.61% below the close. Bulls cite AI orders and Nvidia’s ecosystem; bears warn of leadership disruption and rich valuation. The shareholder suit remains an unadjudicated plaintiff allegation. What must a formal board statement and order data show to validate the rally?

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