Odd Lots: Wall Street and the Post-Huang Nvidia Era (Podcast)

Odd Lots: How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era Odd Lots How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era Nvidia's post-Jensen Huang era has just begun and there are so many open questions about the company's future. Who will the board choose to be Nvidia's next CEO? Will the government crack down on the chipmaker's business practices, particularly in Asia? And will Nvidia's uncertain position begin to spillover into the wider AI ecosystem, from the labs to data center providers? Stacy Rasgon, managing director and senior analyst at Bernstein, isn't optimistic about the short term future of Nvidia and he talks to us today about the cloudy outlook at the company in the wake of Jensen's resignation. We also discuss why he chose to downgrade Nvidia's stock, the surreal experience of covering Jensen's fall as an analyst, and what he's paying attention to ahead of Nvidia's earnings. Nov 14, 2026