Jensen Is Replaceable, But Nvidia Isn't

Nvidia Corporation is experiencing a sharp selloff amid reports its board may remove CEO Jensen Huang, but I view this as a buying opportunity. NVDA's AI roadmap, massive order book, and entrenched moat are already in place, making the company less dependent on Huang than the market fears. I see the current price as unjustifiably discounted, reiterating my Strong Buy rating with a $239 price target by January 2028.