NVIDIA's value estimated to drop 25-30%, assuming CEO Huang is dismissed

YorkvilleIves senior managing director Dan Ives estimated in a January 10 investor note that Nvidia ($NVDA) would lose 25-30% of its value and share price if CEO Jensen Huang were removed, calling Huang "irreplaceable." Ives argued Huang's leadership is deeply tied to Nvidia's business performance and roadmap, and that no current executive is ready to step into the role, a key-person risk that accounts for the projected discount. The call matters because Huang's departure would reshape Nvidia's direction and the AI GPU competitive landscape spanning the U.S. and China. Investors should watch for any signals on Nvidia's CEO succession planning and how the market prices key-person risk into the stock.