Analysts Split on How to Trade Nvidia After Jensen Huang Spy Scandal

Nvidia (NVDA) fell 5.53% on Tuesday, extending a selloff tied to CEO Jensen Huang’s affair with an alleged Chinese spy. CNBC’s Investment Committee split on how to trade Nvidia, weighing a buying opportunity against lasting governance risk. Dan Ives, senior managing director at Yorkville Ives & Co, expects the board probe to last four to six weeks. Nvidia shareholders face an overhang until it ends. Is the Nvidia Selloff About Governance or Demand? Josh Brown, CEO of Ritholtz Wealth Management, said on CNBC he has held Nvidia 12 years through 70% drawdowns. He does not favor removing Huang unless evidence shows he knowingly broke rules with other countries. Another panelist called it a governance discount, not a demand discount, and wanted to top up an underweight position.

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