Nvidia Shake-Up Is a Buying Opportunity, Says Analyst Chkaiban
Channel: Bloomberg Television
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Read a transcript preview of “Nvidia Shake-Up Is a Buying Opportunity, Says Analyst Chkaiban” from Bloomberg Television, uploaded on 2026-11-12.
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Language: English (original, creator captions)
[0:00] Antoine, we do have to ask you first. This is an earthquake.
[0:03] As Vonnie has said from the start of the show.
[0:05] What do you make of it? And do you think that this Nvidia
[0:07] downfall, or at least the downfall of Justin Huang, will bring down the AI
[0:10] trade with it? Yes.
[0:13] Thanks for having me on the show today. I think you have to distinguish the near
[0:16] term and the long term, you know, in the near term.
[0:19] Nvidia has secured manufacturing capacity.
[0:22] They have customer commitments. You know, this $1 trillion of orders,
[0:25] uh, that they've announced. Well, that remains in place.
[0:28] Um, uh, and Colette Kress, you know, is a very well positioned, uh, to maintain
[0:33] operational continuity, uh, where the board, you know, searches for a
[0:36] permanent successor. Now, if you look at the long term, uh,
[0:40] that's where my biggest concern, uh, is because, um, you I mean, you have
[0:45] Jensen, who manages about 60 direct reports.
[0:49] Uh, he deals directly, you know, with customers, with suppliers, with
[0:52] governments. Uh, he connects.
[0:54] You know what the either is? Need, uh, what your players in the
[0:57] deliver, um, and where the industry should invest, you know, and rebuildi