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Editor’s Note: Jensen Huang’s sudden departure from Nvidia has left investors asking big questions…
Is the AI chip giant still a buy? What happens to the AI boom without one of its most influential leaders?
My colleague Louis Navellier has some thoughts. But he also sees a much bigger shift taking place on Wall Street – one he explored during his recent Roadmap to 2027 presentation.
Today, Louis is here to explain whether he’s still holding Nvidia, where Wall Street’s money is moving, and why yesterday’s market leaders may not be tomorrow’s winners. He’ll also talk more about his Roadmap to 2027 and how to prepare for what comes next.
Here’s Louis…
What a difference a week makes, folks.
Just a few days ago, Jensen Huang was the face of the AI Revolution. As CEO of Nvidia Corp. (NVDA), he was one of the most powerful figures in technology, with investors hanging on his every word.
Today, he’s out of a job.
His shocking resignation has sent shock waves through Wall Street, raising serious questions about Nvidia’s future – and what comes next for the AI boom.
But here’s something you may find interesting.
Just a short while ago, I wrapped up my special Fed Warning 2027 presentation.
We talked about the market’s narrowing list of winners, the rotation taking place on Wall Street, and where I see the biggest opportunities emerging as we head into 2027.
I also unveiled something I’ve been working on for quite some time: my brand-new investment service, Prime Portfolio.
In fact, last weekend, I personally selected the first 25 stocks for my new portfolio.
And Nvidia wasn’t one of them.
Now, don’t misunderstand me. Even after Huang’s resignation, I still believe Nvidia has tremendous earnings power, and I’ll be watching its upcoming earnings report closely.
But the market is rotating, and yesterday’s winners won’t necessarily lead tomorrow.
That’s precisely why I built Prime Portfolio. It goes well beyond stock picks, with tools to help you allocate your money, monitor your holdings, and know when to make a change.
Today, I’ll explain what Huang’s departure means for Nvidia, why the market’s rotation is so important, and how my new service is designed to help you stay on the right side of it.
What Happens to NVIDIA Now?
I’ll admit, I didn’t see Jensen Huang’s resignation coming.
On Monday, I expected the Nvidia Board of Directors and the U.S. government to eventually clear Huang of wrongdoing. As recently as Wednesday, I remained confident he would weather the storm.
Clearly, things changed in a hurry.
Reports of Huang’s relationship with a woman suspected of ties to Chinese intelligence have been raising questions about whether sensitive information had been compromised for a few days. Then on Wednesday night, news of a second extramarital affair emerged. By Thursday morning, Huang had resigned, and longtime Chief Financial Officer Colette Kress was named interim CEO.
There are still plenty of unanswered questions:
- Was sensitive information exposed?
- What happens to Nvidia’s relationship with China?
- And who can replace the visionary leader who built Nvidia into the dominant force in AI chips?
But here’s what I want you to remember. Nvidia’s earnings power didn’t disappear overnight.
Before all this drama, analysts were forecasting third-quarter sales growth of about 91% and earnings growth of 90%. Those are stunning numbers. And while the leadership shakeup creates uncertainty, Nvidia still has its technology, its customers, and enormous demand for the chips powering the AI Revolution.
The company is scheduled to report earnings on November 17. I’ll be paying especially close attention to management’s guidance and whether analysts begin cutting their estimates.
For now, I’m recommending that investors hang on to their Nvidia shares while we assess the situation.
The bottom line: I don’t make investment decisions based on shocking headlines alone. I follow the sales, earnings, and underlying strength of a business.
And right now, there’s another important development taking place on Wall Street that investors shouldn’t overlook.
The Market Was Already Changing
You see, folks, the market’s rotation didn’t begin with Jensen Huang’s resignation.
It’s been underway for some time.
Take IREN Ltd. (IREN), for example.
On November 5, the AI neocloud company reported strong top-line growth, with revenue jumping 66% to $228.3 million as AI cloud sales nearly tripled. However, it also posted a steep $263 million net loss – missing earnings estimates – while warning of rising costs and a delay to its $4 billion annual recurring revenue (ARR) target.
Meanwhile, in 2026, its Stock Grader rating has plunged from an A to an F.
That’s a dramatic reversal. And it’s a reminder that even the hottest stocks can fall out of favor when the underlying numbers change.
That’s why I follow the data rather than getting caught up in the hype.
Meanwhile, some of the best opportunities are emerging outside the familiar AI names – and in other sectors. Just look at how the major stock market sectors have performed over the past six months.
Six-Month Stock Market Sector Performance
| Sector | Six-Month Return |
| Healthcare | +22.96% |
| Financials | +11.31% |
| Consumer Defensive | +5.68% |
| Energy | +4.39% |
| Real Estate | +0.41% |
| Consumer Cyclical | -1.00% |
| Technology | -2.86% |
| Utilities | -3.27% |
| Industrials | -6.06% |
| Basic Materials | -8.37% |
| Communication Services | -15.32% |
Source: https://finviz.com/groups
Healthcare and Financial Sector stocks have led the way, while Technology and Communication Services have struggled. Even Energy has outperformed Technology and Communication Services over this period.
And that rotation is already reflected in my new Prime Portfolio.
In fact, a good portion of my first 25 picks are energy companies. I’ve also included three healthcare stocks.
These aren’t random choices. They’re the result of my quantitative system identifying companies with strong earnings prospects and other characteristics I look for in winning stocks.
That’s what rotation is all about: finding what’s working – and positioning yourself for what comes next.
And it’s the driving force behind the 25 stocks I just selected for Prime Portfolio.
Your Roadmap to 2027 Starts Here
Folks, I’ve spent more than 40 years studying the stock market. And if there’s one thing I’ve learned, it’s that the market never stands still.
I didn’t predict Jensen Huang’s departure. And I can’t tell you what the next shocking headline will be.
But I know the market will keep changing, money will keep sloshing around – and yesterday’s winners won’t always lead tomorrow.
That’s why I built Prime Portfolio for markets like this.
My goal is simple: Assemble the crème de la crème of stocks based on what my quantitative system is telling me. Then, as market conditions change, make the adjustments needed to stay focused on what’s working.
And now, for the first time, you can put this approach to work in your own portfolio…
As I mentioned earlier, I just unveiled Prime Portfolio during my special Fed Warning 2027 presentation.
During the event, I explain why the market’s list of winners is narrowing, how political gridlock could reshape Wall Street in 2027, and why this rotation into new sectors may be just getting started.
More importantly, I share how I’m identifying the companies that could emerge as the next big winners – even as some of today’s most popular stocks lose their momentum.
Click here to watch the Fed Warning 2027 replay and see what I mean.
If you tune into the replay, you’ll also discover how to get access to:
- My first 25 handpicked stocks: The companies I believe are best positioned to benefit from the opportunities ahead.
- My new monthly rotation model: An approach that tracks shifts in market leadership, helping me spot when money is moving out of yesterday’s winners and into new opportunities.
- My special Allocation Tool: Designed to help you determine how much to invest in each stock.
- Ongoing portfolio updates: I’ll monitor the holdings and alert you when it’s time to make a move.
And I believe there’s never been a better time to put it to work.
Click here to watch the Fed Warning 2027 replay now.
Sincerely,
Louis Navellier
P.S. If Jensen Huang’s sudden exit doesn’t convince you how quickly things can change on Wall Street, I don’t know what will. And Nvidia isn’t the only stock facing big questions. In his new Fed Warning 2027 presentation, Louis shows us where he sees the market heading, which stocks he likes best, and how he plans to stay ahead of the next big shift. He also gives away two free stock picks: one to buy and one to avoid. Watch it here.
The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:
NVIDIA Corporation (NVDA)
