$1,000 in Nvidia Became $132,000. Analysts Eye 5 More

Ten years ago, Nvidia traded for about $1.65 a share on a split-adjusted basis. Most people knew it as the video game chip company and never gave it a second look. Today it trades above $217, and a $1,000 stake would be worth roughly $132,000.

Almost everyone heard the name along the way, but very few bought before the crowd caught on.

Now analysts have flagged five smaller companies supplying the chips, servers, power and networking behind the AI build-out, with price targets as high as 55%. Tell us where to send them and we'll text you all five tickers free, plus SMS alerts when we spot the next setup.

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☕️ GM Munchers! I’m back from my getaway, and normally this is where I’d complain about returning to work. Then I remembered that I still have work to return to, which is more than Jensen can say.

On today’s menu:

• 🚨 Jensen Huang Is Out At Nvidia

• 🚀 Tesla And SpaceX Could Become One

• 🍟 Tasty Movers & Shakers

• 📉 Bitcoin Slipped Under $72,000

• 🍎 Apple’s Stock Just Did Something Crazy

Yesterday’s numbers:

BREAKING NEWS

🚨 Jensen Huang Is Out At Nvidia

The man in the leather jacket is gone. Jensen Huang stepped down yesterday as CEO of Nvidia $NVDA, the company he co-founded 33 years ago and built into a $4 trillion giant. He also gave up his roles as president and board member. Chief Financial Officer Colette Kress will run the company as interim CEO until a new leader is named.

The stock had a rough ride. Shares dipped below $150 at the open for the first time since the middle of last year, wiping out roughly $600 billion in value at the low. Then the stock clawed most of it back. Nvidia closed down 4.34%, after falling as much as 14% earlier in the day.

This all moved fast. Huang’s exit followed reports of two extramarital affairs, along with national security worries tied to the first one. Nvidia’s board decided to oust him the night before the announcement, a person familiar with the matter told CNBC. That was just four days after his public apology.

And the story didn’t stop there. Hours after he resigned, Reuters reported that Huang had an “intimate relationship” with a second Nvidia employee. That brings the count to three alleged affairs. Huang has only publicly admitted to one.

• 📉 Wall Street ran for cover. At least six analysts downgraded the stock. Bernstein cut its price target in half to $200, and Evercore slashed its target from $465 to $186.

• ☁️ The pain spread. Companies that rely on Nvidia’s chips got hit too. CoreWeave sank nearly 12% and Nebius dropped 17%.

• 🪑 A new chairman stepped in. Nvidia named Harvey Jones as its first-ever board chairman, a role the company never had before.

The Munch Take: We think this was a huge mistake. What Huang did was horrible, and there’s no excuse for it. But he led one of the most important companies in the world for 33 years, and this felt like too quick a reaction. We think shareholders should have had a vote on something this big. As for the stock, we like it 100%. Relative to its earnings, Nvidia’s valuation has dropped to levels not seen in over a decade, and before yesterday it traded at about 15 times forward earnings, less than half its five-year average of 36. The CEO left, but the chips didn’t, and neither did the customers lining up for them. We like the stock here.

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STORY OF THE DAY

🚀 Tesla And SpaceX Could Become One

Elon Musk’s two biggest companies may be about to tie the knot. Bloomberg reported yesterday that SpaceX $SPCX and Tesla $TSLA are making progress on merger talks, and a deal could be announced as soon as December. If it happens, it’d be the largest merger in history. Together, the two companies are worth about $3.5 trillion.

Nothing is signed yet. Boards and advisers on both sides are still working out the terms, and the timing could slip into early 2027. But bettors are warming up to the idea. On Polymarket, there’s a 28% chance a merger gets officially announced before the end of this year, and a 74% chance by the end of 2027.

Here’s what makes this so interesting for Tesla. The stock is down over 9% this year, and over the last five years it’s up only 15%. For a wild, swingy stock built on big innovation, that’s badly trailing the market.

• 🔁 SpaceX would do the absorbing. One open question is how many SpaceX shares Tesla investors would get, which means Tesla would fold into SpaceX, not the other way around.

• 🗳️ A key date is coming. Tesla holds its annual shareholder meeting on December 3, and Musk is reportedly pushing for a deal around then.

• 🇨🇳 China is a sticking point. One of the main hurdles is figuring out how to wall off Tesla’s China business.

The Munch Take: We think this eventually happens. Anyone who owns Tesla or SpaceX stock is really making a bet on Elon. Keeping the two companies apart splits that bet in two. Put them together, and investors get one stock and one big bet on the guy they were backing anyway. Purely from an investor’s point of view, we think that’d be quite bullish for both stocks. The one thing to watch is the price tag, because the number of SpaceX shares Tesla holders get will decide who walks away with the better end of the deal.

MARKET OVERVIEW

🍟 Tasty Movers & Shakers

🤑 From Millionaire Publishing: The 5th worst market drop in 100 years. This tool still found trades.

💾 $AMD AMD popped 5.86% and Broadcom gained 5.54% as Jensen Huang’s resignation at Nvidia gave rival chipmakers a lift, with William Blair upgrading AMD to Outperform.

🛩️ $AVEX Aevex surged 13.53% after raising its full-year outlook, with revenue from outside Ukraine topping its Ukraine-related business for the first time. A drone maker that isn’t leaning on one war is a much easier story to love.

🪙 $MSTR Strategy slipped 6.49% as new eligibility rules from MSCI threatened to kick the Bitcoin investor out of its global indexes later this month. Getting dropped from an index means big funds have to dump the stock whether they like it or not.

🇨🇳 $BABA Alibaba fell 7.07% on reports of tighter US restrictions on Chinese companies’ access to advanced AI chips overseas. It’s hard to win the AI race when someone keeps taking away your engine.

🖥️ $SMCI Super Micro Computer tumbled 11.30% on reports that it could face a Justice Department probe over its ties to Nvidia and China. The Nvidia scandal keeps spreading, and Super Micro just got pulled into the mess.

NEWS OF THE DAY

📉 Bitcoin Slipped Under $72,000

Bitcoin had a rough Thursday. The world’s biggest crypto fell below $72,000 yesterday, its lowest level since August, and the drop set off a chain reaction. In just 20 minutes, about $125 million worth of crypto “longs” got liquidated. A long is a bet that the price will go up, often made with borrowed money. When the price falls too far, the exchange closes the bet by force, and that selling pushes the price down even more.

The timing wasn’t random. The slide came as Nvidia’s CEO resigned and AI stocks sold off, and the selling spilled into crypto. Bitcoin now sits about 43% below its all-time high of roughly $126,000, set in October 2025.

• 💥 The damage went past 20 minutes. Over 24 hours, more than $650 million in crypto bets got wiped out, and most of them were longs.

• 🏦 Big funds kept pulling money. Spot Bitcoin ETFs saw about $1.44 billion leave in five days.

• 📉 Other coins fell too. Ethereum briefly dropped under $2,000 as the selling spread.

The Munch Take: It really only takes 12 months of bad price action for everyone to forget that Bitcoin has a finite supply and that dollars will be printed forever. One of our biggest takeaways from the Trump presidency is that it doesn’t matter who’s in office. Red, blue, green, yellow, the debt keeps climbing and the money keeps getting printed. As long as those two things never change, we’ll keep buying Bitcoin. Our last purchase was below $70,000. We’re not buying at this level, because Bitcoin is already a large position in our portfolio. If it drops well into the $60,000 area, we’d consider adding to our position.

🚀 Pre-Market Fuel

1. ✅ 10 Stocks To Buy Before January (via Good Morning Alerts)

2. 🤔 Do Nvidia employees want Huang to stay?

3. 🍎 Apple’s stock just did something crazy.

4. ❌ Widespread Microsoft outages?

🍪 Munchy Memes

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