Why Filling Jensen Huang's Shoes Nearly Impossible for NVDA

What do you think that's going to mean for the stock and the company moving forward? I mean, do you think shareholders, do you think investors in the street can separate Jensen Huang from Nvidia and Nvidia from Jensen Huang?

I don't think so, and I think that's what Jensen did.

I mean, it's almost by design.

It's unforgivable for a company this size, Sam, not to have a succession plan.

You don't start your succession planning in public.

I mean, you and I got to know about this almost as quickly as the board did, and that's not the way it's done.

So I think the market looks at this and needs to have confidence that the board can show some signs of the ability to take this forward because they certainly haven't shown it so far.

They have been shielded by the market cap of Nvidia.

So we didn't know much about the board or what they did or what the discussions were till last few days.

So I believe the market's going to look at this pretty negatively till they see signs of a absolute solid plan going forward.

We haven't seen that yet.