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Adam Khoo, executive chairman and co-founder of Adam Khoo Learning Technologies Group, said that Jensen Huang’s affair has zero impact on the intrinsic value of the business and any market reaction would be just a short-term emotional response.
Khoo added that the more significant risk for the company is a scenario where a CEO is forced to leave and there is no obvious successor in place.
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Khoo has recently commented on market divergence, noting that AI-related shares such as Intel, AMD, and Alphabet have dropped sharply from their highs while the S&P 500 remains less affected. He also reported that the S&P 500 posted 30.2% earnings growth in the third quarter, surpassing earlier estimates. These observations reflect his continued tracking of both sector-specific movements and broader index performance.