NVDA More Than Jensen Huang: Company's Strengths Beyond the CEO

To continue our discussion of the fallout of Nvidia CEO Jensen Huang's resignation, let's welcome in our next guest, Ryan Shrout, president of Signal 65 over at Futurum.

Ryan, thanks so much for your time.

I mean, there was a lot of information to digest today.

I mean, certainly from the get-go, before the U.S. market open here right into the close.

I mean, what we've learned, though, I suppose, is that this market can rally.

It can show a degree of resilience without Nvidia.

I mean, that's certainly been the story of this year.

I mean, what do you what do you make of this? We just had three companies in the tech space that all put up great numbers.

You know, we're hearing about Anthropic being reportedly oversubscribed.

What's your take on what is happening right now within tech?

It's a great point.

I think what's interesting to look at it is there's these competing narratives of how much of the market and the tech world centered around Nvidia and around Jensen versus how much of it is going to continue and grow and show strength even if there are questions about Nvidia as a company itself.

I don't think we can get away from the fact that these two things are heavily intertwined, right? sheer scale and size of NVIDIA, what their performance leadership, their capability leadership has been in the segment, what their market share looks like.

But there are a lot of other players in this space, we just talked about Cerebrus and others, that can pick up the slack in these spaces, right? AI and infrastructure build out is not going anywhere.