Betting on Buck bucking the bearish trend
"Ian Buck the VP of Nvidia's Hyperscaler and HPC business and 22-year veteran of NVDA is a strong internal candidate to step-up, in our view. He is well liked and respected by investors. Fundamentally, we don't see a change of CEO as changing the investment case. Granted there is higher risk. However, this does not change the direction of travel. In CY27 co should grow revenues +70% and drive $15 EPS." (Piper Sandler)