π I give founder leadership a significant amount of weight when choosing a long-term technology investment. A founder who understands the technology, has a clear vision and is willing to innovate can create tremendous value over time.
However, I donβt invest based on personality alone. I also look at financial performance, cash flow, competitive advantages and the ability to execute.
For example, leaders like Elon Musk and Jensen Huang demonstrate how strong founder vision can shape entire industries.
Ultimately, I want to invest in businesses where the founder thinks long term, adapts to change and creates sustainable shareholder value. π―
Jensen Huang Resigns: Can Nvidia Hold After a 4.34% Drop?
Nvidia (NVDA) fell 4.34% Thursday (Nov 12) after saying CEO Jensen Huang resigned immediately as president, CEO and director; the stock was down as much as 14.35% intraday. CFO Colette Kress becomes interim CEO, Harvey C. Jones takes the chair, and the board is still seeking a permanent successor, with no reason given. Bulls say the GPU lineup, software ecosystem and contracts won't vanish overnight; bears fear the handover slows R&D, order talks and the valuation premium. Which first validates the worry: succession, cloud procurement, or AMD's share shift?
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