I agree that the distinction deserves attention. On November 8, NVIDIA's board publicly expressed confidence in Jensen Huang while launching an independent investigation. Just three days later, Reuters reported that the board was preparing to discuss his future. These are two different developments, and investors should not confuse an investigation with a confirmed dismissal.
However, dismissing the reports as a coordinated media narrative without evidence would be equally premature. A board's responsibility is to protect shareholders, not simply defend its CEO.
The bigger investment question is whether NVIDIA has become too dependent on one individual. Jensen is more than a CEO; he is a key strategist, negotiator and public face of the AI revolution.
My view: Don't trade headlines. Watch the board's actual decisions and whether NVIDIA can maintain execution without Jensen.
@WallStreet_Tiger [龇牙]
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