Yorkville Ives, founded by Dan Ives, a former Wade Bush Securities analyst, said that without Hwang In-hoon, Nvidia's target price would be cut by about 25% to $225 per share from the current 300 US dollars per share. Analysts such as Ives wrote in the report that the reality is that in the eyes of the public, customers, and the technology industry, the former Hwang In-hoon no longer exists; as more news comes to light, the board of directors quickly realizes that the situation is getting worse day by day. They added that the next key questions include who will succeed Huang Renxun, what is the strategic roadmap during the transition period, whether there will be personnel changes in the board of directors, and how the company will respond to government investigations. However, analysts said that the company and its industry-leading GPU technology will continue to advance, which will not change Nvidia's already entrenched position in the AI revolutionary chip arms race.

Zhitongcaijing · 2d ago
Yorkville Ives, founded by Dan Ives, a former Wade Bush Securities analyst, said that without Hwang In-hoon, Nvidia's target price would be cut by about 25% to $225 per share from the current 300 US dollars per share. Analysts such as Ives wrote in the report that the reality is that in the eyes of the public, customers, and the technology industry, the former Hwang In-hoon no longer exists; as more news comes to light, the board of directors quickly realizes that the situation is getting worse day by day. They added that the next key questions include who will succeed Huang Renxun, what is the strategic roadmap during the transition period, whether there will be personnel changes in the board of directors, and how the company will respond to government investigations. However, analysts said that the company and its industry-leading GPU technology will continue to advance, which will not change Nvidia's entrenched position in the AI revolutionary chip arms race.