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#CerebrasQ3AIChipOutlook Everyone is watching the drama unfold, but the most interested question is definitely when to bottom-fish Nvidia.
This mainly depends on whether he will step down and the handover situation afterward. The short-term decline has already gone quite far, basically pricing in emotional panic and the imminent loss of Nvidia's soul founder.
According to Polymarket information, the probability of Jensen Huang stepping down is over 80%.
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