Submitted by QTR's Fringe Finance
Just to put a bow on the Jensen Huang saga, before this story broke in a big way, I wrote that investors should be preparing for more bad news across the AI trade. I still believe that’s the case, and arguably more so now than I did a few days ago.
Just hours after I raised the question of whether Nvidia CEO Jensen Huang could be forced to resign…a possibility that virtually nobody seemed to be discussing at the time…Huang publicly admitted to an extramarital affair with Alice Huang, a Chinese businesswoman now at the center of allegations involving Chinese intelligence and Nvidia’s chip sales.
Over the last several days, prediction markets have started taking the possibility of Huang’s departure more seriously, with the implied odds of his resignation by March of 2027 move to about 15%. And as I wrote on Sunday:
And lest we forget…I’m getting ahead of myself here, but that’s what I do….there’s also the uncomfortable reality that major executive departures can sometimes bring previously concealed problems into the open.
New leadership, new scrutiny, and chang
