Daily Alpha · YouTube
· Midday Alpha · by Buzzberg Research
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Nvidia succession
2 videos · 10mTae Kim praised interim CEO Colette Kress but expects a more technical permanent CEO, while Dan Ives values Nvidia at $225 a share without Huang versus $300 with him.
Tae Kim praises interim CEO Colette Kress but expects a more technical permanent CEO
'The Nvidia Way' author argues Nvidia's internal executive bench is stronger than earlier assessments suggested and praises Kress's financial and supply-chain capabilities, while expecting the permanent CEO to bring stronger technical expertise.
Dan Ives puts Nvidia at $225 a share without Huang versus $300 with him
Ives reportedly lowered his Nvidia price target after Jensen Huang's departure, calling it a major key-person risk, but argues Nvidia's chips and share of AI infrastructure spending still support a premium valuation.
Chris Miller says Nvidia's oversight of China-bound chip partners fell short
The 'Chip War' author argues Nvidia's willingness to keep doing business with distributors under investigation should have raised alarms, and that officials may face testimony and document requests.
Mike Wilson says the correction is in its final stage but may need another index drawdown
Wilson argues breadth has already weakened sharply while the quality-heavy S&P 500 may still need to converge with weaker internals, naming AI-related credit supply, the midterm election and tightening liquidity as clearing events.
The Compound frames Nvidia's selloff as a company-specific shock, not an exit from AI
The hosts argue investors are rotating within AI and technology toward AMD, Broadcom, Apple and other beneficiaries, while breadth, banks and global equities remain constructive and extreme retail bearishness reads as a contrarian signal.