Last Sunday, Nvidia's board publicly expressed confidence in CEO Jensen Huang.
72 hours later, he was gone.
Source: Nvidia
Already under pressure from the broader AI selloff, Nvidia has now plummeted over 30% from its October peak, wiping out nearly $2T in market value.
Source: Apple Stocks
Yet its underlying business continues to deliver extraordinary results, with demand for its chips showing little sign of slowing.
Just last week, I wrote about the selloff I've been waiting for, explaining why I was finally finding opportunities across AI infrastructure.
On the surface, Nvidia should be another one.
But I believe this situation is fundamentally different.
Here’s why:
The most important part comes next.
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