According to Seaport Research analyst Jay Goldberg, the sole sell-rated analyst covering Nvidia among 73 Wall Street researchers is warning against forcing out CEO Jensen Huang. Goldberg stated in a recent client report that removing Huang would be wrong for all parties, despite the controversy surrounding allegations that he was targeted by Chinese intelligence activities. Goldberg emphasized that no obvious successor exists within the AI industry leader, and that Huang's decision-making authority—particularly on bold strategic bets—cannot be easily replaced. He views the situation through a political lens, suggesting Huang faces organized political pressure stemming from his close ties with the Trump administration and frequent efforts to secure looser chip export restrictions to China.

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