"White-Haired Stock God" Serenity: Loses Confidence in Nvidia's Long-Term Prospects Following Jensen Huang's Departure

on November 13, Serenity posted on X stating that with Jensen Huang stepping down as NVIDIA's CEO, he has lost confidence in NVIDIA's (NVDA) long-term development prospects.

Serenity believes that although NVIDIA will continue to be supported by its existing revenue base and product roadmap over the coming years, Jensen Huang's previous visionary leadership helped the company establish a leading edge over competitors such as AMD and Broadcom.

He stated that without Huang's leadership, NVIDIA's attractiveness in longer-term investment cycles will noticeably decline.