I Warned You About Nvidia. Then Jensen Huang Made Headlines

Nvidia just gave investors a brutal reminder of something I’ve been warning about for nearly a year…

When you pay too much for even a great company, one ugly headline can hit you hard.

On Sunday, Jensen Huang admitted to an affair.

Then came the bombshell: The woman involved reportedly has been identified by U.S. authorities as a suspected Chinese spy. Nvidia’s board is now investigating whether its CEO was targeted in a foreign intelligence operation.

The board says it has no reason to believe U.S. national security or Nvidia’s secrets were compromised. Huang says he’ll cooperate fully with the investigation and work to earn back the confidence of Nvidia’s employees, partners, and shareholders.

Knowing what I know of Jensen, I think this is going to make him more focused. He’s going to want to prove his eye is not off the ball and operate at an even higher level.

The market didn’t wait for answers, though. Since his Sunday announcement, Nvidia shares have fallen as much as 11%, and they now sit nearly 30% below their September high above $234.

Friends, what Jensen Huang does in his private life isn’t my business. Helping you protect and grow your wealth is.

And this news landed right in the middle of a lesson I have been trying to teach you for almost a year.

A Great Company Can Still Be a Bad Investment