Jensen Huang returns to the company for a meeting and apologizes; two high-win-rate accounts bet he will not step down within the year.

According to monitoring by PolyBeats, on November 10, NVIDIA CEO Jensen Huang once again appeared at the headquarters in Santa Clara, California, for a meeting. CNBC, citing people familiar with the matter, reported that on November 9 he also chaired the morning meeting with senior executives as usual: first apologizing to those present for his disloyalty, not taking questions, and then immediately turning to the day's business in an attempt to show that "everything is as usual."

On the prediction market Polymarket, the "No" probability for "Will Jensen Huang announce resignation or be removed before the end of December 31?" is 84.5%. 2 accounts bought $27.3k of "No."

Parz1vaI bought $18.9k (22.4k shares, 5.23% share, average price 0.8442). This account has a win rate of 74.6% across 444 trades in the tech sector, with PnL +$79.6k and ROI +6.1%. The amount invested in this trade was 6.39 times its average investment in that sector.
MEPP bought $8.4k (9.9k shares, 2.31% share, average price 0.8500). This account has a win rate of 84.6% across 13 trades in the business sector, with PnL +$11.6k and ROI +4.7%. The amount invested in this trade was 0.44 times its average investment in that sector.

After the controversy became public, NVIDIA said Jensen Huang will continue to serve as chief executive without interruption. On November 10, the independent directors of the board announced that they had hired former U.S. Attorney for the Southern District of New York and Acting Attorney General Jin Jun and his firm Wachtell, Lipton to carry out the independent investigation launched on Sunday; Trump said the FBI is also investigating the related matter.

If Jensen Huang does indeed leave, analysts believe the impact would fall on the lack of a successor and the company's direction. Dan Ives of Wedbush wrote on November 10 that Jensen Huang is "irreplaceable" and that no one on the management team can seamlessly succeed him; if he were removed from the CEO role, NVIDIA's value as a company and as a stock would be 25% to 30% lower, and it would change the competitive landscape for AI graphics processors in the United States and globally, especially in the China business.