Nvidia: Goodbye Jensen Huang

Nvidia faces a leadership crisis as CEO Jensen Huang is under investigation for alleged affairs, risking his removal and impacting investor sentiment. NVDA's stock has dropped nearly 30%, but AI sector resilience is evident as capital rotates to AMD and AVGO, not out of the theme. Despite succession risk, NVDA trades at a historically low 11.7x forward P/E, with strong earnings growth expected and most downside priced in.