Nvidia Is Playing Out Like a Greek Tragedy, Says Seaport's Goldberg
Channel: Bloomberg Television
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Read a transcript preview of “Nvidia Is Playing Out Like a Greek Tragedy, Says Seaport's Goldberg” from Bloomberg Television, uploaded on 2026-11-11.
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Language: English (original, creator captions)
[0:00] Finally, Baird downgrading NVIDIA to neutral, highlighting risks from CEO uncertainty to put it mildly. Sticking
[0:07] with NVIDIA, shares gaining a bit of momentum after wiping out all of its gains for
[0:11] the year. Jay Goldberg of Seaport, the loan sell on the stock still with a $180
[0:17] price target. We're through that now at $1.75. And Goldberg saying that NVIDIA is playing out
[0:23] like a Greek tragedy. If Jensen goes, the bull case goes with him. Trying to conceive
[0:28] of NVIDIA without Jensen seems impossible. Jane joins us now for more. Jay, great to see
[0:33] you. We spoke with you last week. You said that you were thinking of upgrading your,
[0:39] rating on NVIDIA. Was that torpedoed by what we got over the weekend with the revelation
[0:44] of this extramarital affair?
[0:47] Yes. Yes. To put it simply, yes. I think, the the risk of Jensen being removed
[0:52] from his role is significant. He is the heart and soul of that company. He has
[0:58] 70 direct reports. Everything runs through him. Without him, it's it's not quite clear what they
[1:03] are, and it's it's