Nvidia (NVDA) stock would likely take a sharp initial hit if CEO Jensen Huang stepped down, but I believe the long-term investment case would remain intact. Huang has led Nvidia since co-founding it in 1993, making his leadership central to the chipmaker's identity and success. Its board is now investigating reports that he was the target of a Chinese intelligence effort. Management has never shared a clear succession plan on who would take over if Huang left, but I'm still bullish on NVDA. The probe hasn't touched the enormous demand for these chips so far, and the stock seems to be priced as if the worst case has happened. The Probe Puts Huang's Role Under the Spotlight As investors and spectators would expect, this probe goes straight to the top.
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