The host believes NVIDIA's fundamentals will stay intact for the next two to three years, expects the stock to recover, and would consider adding around 150 or 160.

The host plans to exit NVIDIA within six to twelve months if Huang does not return and the new CEO underwhelms; this is not a bearish call but reflects leadership uncertainty.

The host sees only one narrow path for Jensen Huang to return: a clean independent investigation. If cleared, he expects Nvidia's stock to recover, but the process may take until January or February.

The host treats NVIDIA as an event-driven trade around earnings; he played the bounce near 150 with a stop under 148 and sees earnings as the near-term directional catalyst.

The host holds NVIDIA-related exposure and argues the business is still strong and well positioned to capitalize on AI long term even without Jensen Huang.

The host sees a significant short-to-medium term blow to NVIDIA because Jensen Huang had almost all of the directional oversight and decision-making.

The host identifies support near $152 and resistance near $170 for NVIDIA in the short term.

After Jensen Huang's departure, lender institutions are losing confidence in NVIDIA, and at least one is preparing to exit the financing consortium.

The host discloses he still holds a remaining NVIDIA position and plans to clear it at 172-174 before earnings, or on the first trading day after earnings if that range is not reached.

The host says 150 is the key level to watch next week; if NVDA breaks it, the larger trend faces a severe test.