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Serenity: No longer optimistic about Nvidia's long-term prospects after Huang Renxun's departure

2026-11-13 01:50:21
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BlockBeats news, November 13: Serenity posted that after Huang Renxun stepped down as CEO of NVIDIA, they no longer have confidence in the company's future development. NVIDIA can still maintain growth in the next one or two years relying on its existing business revenue and product roadmap, but in the long term, lacking Huang Renxun's forward-looking leadership, the company may struggle to sustain its leading advantage. Previously, it was Huang Renxun's strategic vision that enabled NVIDIA to gain an edge over competitors like AMD and Broadcom. Therefore, they no longer consider NVIDIA attractive for long-term investment.
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