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Bloomberg Intelligence stated that the possibility of Nvidia's ongoing investigation leading to CEO Jensen Huang's departure could create negative sentiment in the AI industry, given his key roles in strategic direction and public reputation.
Gary Black shared this assessment.
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Gary Black recently cited negative earnings revisions and autonomy risks as reasons for his cautious outlook on Tesla in a prior article. In a separate report, he noted that SPCX’s strong third-quarter results had supported tech shares including Nvidia, Micron, and Tesla earlier this year. These observations highlight Black's focus on earnings momentum and sector risks.