A leadership shock at NVIDIA has suddenly turned one of the market’s biggest winners into one of its biggest questions.

This week on The Market Enthusiast, Noah, Chris and Pierce unpack the allegations surrounding Jensen Huang, NVIDIA’s leadership uncertainty, potential national-security and corporate-governance implications, and the biggest question for investors: does any of this actually change NVIDIA’s long-term earnings power?

The crew breaks down key-man risk, NVIDIA’s valuation after its sharp decline, the possibility of AMD and Broadcom gaining ground, and why the real test for the AI giant may come in 2028 rather than next quarter. They also look beyond NVIDIA at the broader rotation taking place underneath the market, where several non-tech sectors continue to show surprising strength while parts of the AI trade get hammered.

Then it’s on to inflation, a resilient labor market, the Fed’s increasingly difficult decision, falling oil prices, post-election volatility and what changing political dynamics could mean for markets.

Finally, Anthropic prepares for one of the most anticipated IPOs of the AI era. Is it the next must-own AI company, or another case where investors would be better off letting the opening-day frenzy settle?

Plus: Charlie Munger’s investing wisdom gets a new addition, the crew debates the dangers of leather jackets, and Noah delivers this week’s streaming recommendations.

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