A post by @DeItaone on X.

Wells Fargo lowered its price target on Nvidia ($NVDA) to $300 from $315 while keeping an Overweight rating. Analyst Matt Bryson attributed the cut to the investigation surrounding CEO Jensen Huang and associated key-person risk. The analyst nonetheless sees little threat to AI demand. The move matters because it signals concern about leadership concentration at the center of the AI trade rather than about underlying chip demand. What to watch next is how the Huang investigation develops and whether other analysts adjust their targets or ratings in response.