#美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
NVIDIA, valued at 4.2 trillion, how much is it really worth without Jensen Huang?
The market is rising, with the Nasdaq up 1.6%, the S&P up 1.31%, and NVIDIA also closing up 2.87% during regular trading hours, with a trading volume of $46.3 billion, the highest in the entire market. Then, after hours, the stock plummeted straight down to $159, starting with an 8% drop, reaching over 9% at its lowest.
The news in one sentence: The board is preparing to remove Jensen Huang and is already looking for an external company to find a new CEO. CFO Colette Kress is a popular interim candidate. Infidelity was the fuse, but the rules were the trigger.
Where is the contrarian view? Everyone is shouting "Old Huang is irreplaceable," but what the market is really pricing in is the "human governance premium" starting to be discounted. The CUDA ecosystem remains intact, orders for production capacity are booked through 2029, and the 4.2 trillion valuation is not held up by one person alone. What is truly fragile is the narrative itself that "as long as Old Huang is here, NVIDIA will always be right."
The implied volatility of options was still around 35% a week ago, now it has shot up to 70%, with the IV rank hitting 100. The event-driven setup is ready at the betting table, but you need to think clearly: are you making money from panic, or from catching a falling knife? $NVDA
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