BofA: Nvidia’s long-term enterprise value could drop $1.4T if Jensen Huang departs

Cointime reports: Bank of America analysis comparing Nvidia’s projected 2030 metrics under two scenarios — Jensen Huang staying versus leaving — estimates market share would fall from 72% to 50% and gross margin from 73% to 65%. The corresponding 2030 gross profit would drop from $930 billion to $630 billion, a reduction of about $300 billion, and long-term enterprise value would shrink by $1.4 trillion.