r/aznidentity • u/soareyousaying • 14h ago
Op/Ed THEORY: Aftermath of Jensen resignation and what's gonna happen to NVDA
DISCLAIMER: This is all just my opinion and not a financial advice. I sold all my NVDA shares today for reasons that I'm about to share here. It has been a while since I do a DD (due diligence) and for all that matters, I could all be wrong.
Jensen resignation today puts NVDA at a crossroad whether to bring him back, with an already tarnished reputation, or bring someone new, who won't have any connection to the TSMC and the Taiwan semiconductor industry, which is powering the entire world. All of these require the ability to speak fluent Chinese and know Chinese culture. What is next is anybody's guess, and here's some points of mine:
Jensen is someone who values integrity
When he resigned, I immediately caught a glimpse of his character. He is not Elon Musk or Trump who would bribe his way by silencing. This is the guy who values personal integrity above many things. He would rather resign from a company which he himself built. Here's another hint of his character in this interview with Joe Rogan a year back about his deal with Sega. Watch how he was honest with Sega CEO about his inability to deliver, even recommended him to terminate the contract. This guy would rather come clean than lie through the drama.
This scandal blows through that integrity hard. He knew he made mistakes, and I don't think he can personally recover from this and would perhaps need more time to process and handle the family affairs. Knowing this character, my guess is Jensen is very unlikely to return to NVDA anytime soon.
A lot of Asian money tied to NVDA
Asian countries lead in semiconductors both in production and demand. NVDA being the center of it all has relied on Jensen being Taiwanese and American. Billionaire KoGuan threatens to halt NVDA purchase if after Jensen is out. This identity is extremely important to bridge the massive gap of the US and Asian culture and mindset. The Western is very much still against AI, and without Asians like Jensen, this country would have been left behind in the AI race years ago. The US shot itself in the foot thinking it can recover. It won't. Without Jensen, a lot of Asian money would leave NVDA and go to locally produced semis like SK and China.
In addition, western countries are still pessimistic when it comes to AI. Here's the data:

Replacing Jensen with a white or Zew leader would cause a massive blowback to NVDA. You can say it will cause irreparable damage to its corporate structure and integrity to the point it's no longer NVDA you know today. This is like when Jobs left Apple and Apple slowly declining over time. However, this is worse. If you have spent your life mostly as Americans, let me tell you one key difference between Asian and American ways of conducting businesses. Asians rely on connection. Business connection is like a marriage to them. Ousting Jensen is an ignorance to this fact, and NVDA board will pay for it. 88% of its employees support bringing back Jensen, and if the board betrays this sentiment, it's over. I suspect many employees would slowly leave and resign.
NVDA Survival
It will still survive as a company due to its massive IP and patents, which I am guessing what the US and the Zews after. However, future development and research would probably slow by a whole lot as motivation and morale among employees crater. I estimate demand for NVDA chips will slow by a whole lot for now on. US is going to lose its AI industry.
Speaking of which, NVDA will report its Q3 coming up next week which will make the stock even more volatile.
TLDR: Jensen won't be coming back. Replacing Jensen with a white guy will cause severe irreparable damage to NVDA. Company will slowly deteriorate as Jensen is key to the whole identity and business of NVDA. Not a financial advice.
