Eddie Ghabour stands by his statement that Jensen Huang stepping down as CEO of Nvidia (NVDA) will leave a black eye for the AI trade. He calls the Mag 7 giant a great company but adds that the loss of Huang's vision not just for Nvidia, but the greater AI ecosystem, creates many more question marks. Eddie turns to the ripple effects he sees Nvidia's leadership change having and outlines key sectors he sees benefitting from the downturn in tech. Earnings next Tuesday will be the next catalyst Eddie is watch for Nvidia.
Trading 360
12 Nov 2026
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