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After years of unconditionally backing Jensen Huang and Nvidia (NASDAQ), Jim Cramer's confidence in the chipmaker has been shaken by the controversy surrounding its chief executive. And the reasons are understandable. Cramer's investment thesis on Nvidia has always been closely tied to Huang's leadership. The CNBC host has repeatedly praised Huang as a visionary capable of transforming entire industries through artificial intelligence. He believed so strongly in Nvidia that he even named his dog after the company in 2017. But with Huang's future now uncertain following allegations involving a suspected Chinese spy, Cramer's longtime conviction is facing a serious test.
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