"White-haired Stock Guru": Jensen Huang is irreplaceable to Nvidia; his departure would weaken the company's growth prospects for the next stage

Odaily reports: "White-haired Stock Guru" Serenity posted on X platform stating that Jensen Huang is irreplaceable to Nvidia, as he can not only coordinate the global supply chain but also mobilize hundreds of billions of dollars in capital and supply chain commitments to drive the company's next-stage technology vision to fruition.

Serenity believes that even with a CEO change, Nvidia can still maintain operations and growth over the next 5 to 10 years, relying on its existing product roadmap, revenue base, and core position in the AI supply chain. However, without Jensen Huang's strategic decision-making and resource integration capabilities, whether the company can continue to achieve a compound annual growth rate of approximately 70% remains highly uncertain.

He predicts that if Nvidia changes its leadership, the new CEO may align more closely with Washington's policy stance, further restricting China's market access to GPUs and reducing support for open-weight AI models. Meanwhile, the new management may be reluctant to continue making aggressive investment commitments to Neocloud enterprises and the Asian supply chain.

Serenity emphasizes that he remains bullish on the AI industry in the long term and expects companies in optics, storage, and related sectors to continue outperforming the broader market. However, he has become more cautious about Nvidia's competitive advantage relative to AMD, Broadcom, and supercomputing service providers, as well as its growth prospects for the next stage after losing Jensen Huang.