My nvidia view stays mixed, and the thing that would actually move me is the Nov 17 print.
My nvidia view stays mixed, and the thing that would actually move me is the Nov 17 print. The board drama alone does not get me there.
- $NVDA sits at $158.095 premarket on Nov 12, 9% under the $173.73 Nov 11 close. That close was up about 2.9% before after-hours reports hit.
- The Wall Street Journal reported the board was preparing to remove Huang, and Reuters reported, citing a person familiar with the matter, that it met late Wednesday to consider his future. No decision has been announced. On Nov 8 the board said it had confidence in him.
- Company guidance for fiscal Q3 is $108B ±2%, with analyst estimates around $109B revenue and $2.47 to $2.50 EPS. That is the test of whether demand depends on one person.
- What flips me bearish: a technology that makes Nvidia's product obsolete or too expensive. A CEO change, even a messy one, reads to me as a governance discount layered on top of intact AI demand.
If the quarter lands near guidance, I'd treat this as a good-company dip worth getting paid to wait on with cash-secured puts. I could be wrong if the board's investigation turns up something bigger. With the broader market this stretched, I'm keeping sizing small either way.
Sources:
Washington Post: https://www.washingtonpost.com/technology/2026/11/12/nvidia-board-weighs-jensen-huangs-future-after-affair-with-allege-chinese-spy/
Financial Times: https://www.ft.com/content/d3838274-a055-4d5d-a1ff-48f2979a08f0
Seeking Alpha: https://seekingalpha.com/article/4966952-is-nvidia-done-for-following-the-drama-absolutely-not-q3-preview
Not financial advice. For informational and educational purposes only.
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