Angelo Zino with CFRA Research says, although CEO Jensen Huang was a key influence of the company, Nvidia (NVDA) still is a key player in the AI ecosystem. Zino worries if Nvidia can keep up with current demand trajectory and product development. On the question of the company's value, Zino laments that the competitive edge Nvdia had with Jensen likely won't continue, adding Nvidia is "in the penalty box" until they can prove their worth.