nvda is down around 6% this morning while the nasdaq is up over 2%, which is a weird thing to see on the same screen. the board opened an independent investigation after reports that jensen was the target of a chinese intelligence effort, though most analysts seem to think he stays ceo. what i keep coming back to is how much of this stock is just him, he's basically the guy selling the entire ai buildout to every hyperscaler and government. tbh the bigger risk to me isn't the ceo question, it's that this hands washington a reason to clamp down harder on chips getting into china. for people holding it long term, does this actually change your thesis or is it just more noise on a stock that was already down almost 20% over the past month?