AI Trade Crash & Nvidia Scandal: What Comes Next?

Nvidia stock: Is the Jensen Huang scandal a threat to the investment thesis, or is the real risk regulatory? In this video: what’s on Nvidia’s calendar next week (Q3 earnings on Nov 17 and a closed-door congressional briefing on Nov 18), what the board’s independent investigation says about governance, and which companies could feel the ripple effects. The AI trade selloff got messier over the weekend. House committee chairs asked Jensen Huang to appear at a closed-door briefing about his relationship with Alice Huang and Megaspeed, after reports alleging she has ties to Chinese intelligence. Nvidia’s board then launched an independent investigation overseen by outside counsel. We think it’s too early to call a hit to Nvidia’s financials or market share, since data center demand isn’t going away and someone will fill it. Our main concern now is governance gaps that could invite regulatory action. That risk would also reach CoreWeave, Nvidia’s suppliers, and companies it has invested in, like Coherent, Lumentum and Corning. Chapters 0:00 - Why the AI Trade Sold Off on November 5 0:40 - Congress Requests a Closed-Door Briefing With Jensen Huang 1:25 - Nvidia Q3 Earnings Land the Day Before 2:15 - Inside the Board’s Independent Investigation 3:15 - Who’s on Nvidia’s Board, and the Questions We’d Ask 4:15 - Market Share Fears vs. the Real Regulatory Risk 5:30 - Downside Ripple Effect: CoreWeave and Nvidia’s Suppliers 6:40 - Is AI Data Center Demand Actually at Risk? — LINKS & RESOURCES — Join Semi Insider — $120/year Semi Insider is Chip Stock Investor's paid research service: all research as it happens, the CSI 100 + quarterly outlook, dashboard tools (Compare Companies, Reverse DCF, supply-chain mapping), weekly live Q&A, portfolio moves before execution, and the private Discord. Join: https://chipstockinvestor.com/features-and-pricing Free demo: https://demo.chipstockinvestor.com/ All our links & socials: https://linktr.ee/chipstockinvestor Content in this vide