In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming.
The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment.
@JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future.
NVIDIA and the broader AI developer community still need his leadership and spirit of innovation.
(Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened.
We need a prediction market on this: when will Jensen be back?