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Nvidia shares could fall to $110-155 if Jensen Huang is replaced, model suggests

NewsFeeds update

Reports that Nvidia's board plans to replace Jensen Huang sent the shares down nearly 10% in after-hours trading. A model stripping out the founder premium and adding a governance discount points to three valuation bands of $145-155, $125-135 and $110-120.

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The story so far: Polymarket odds on Nvidia next CEO

Polymarket listed a market on whether Jensen Huang will leave the Nvidia CEO role by 31 December 2026, initially at 13%. The contract has now risen to 85%, up 68% in 24 hours. Reports that Nvidia's board plans to replace Huang sent shares down nearly 10% in after-hours trading, and a model points to valuation bands…

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  1. Nvidia shares could fall to $110-155 if Jensen Huang is replaced, model suggests

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