Leo KoGuan plans to cut Nvidia stake but still backs Jensen Huang
In short
Investor Leo KoGuan said he plans to reduce his Nvidia investment, even though he still supports Jensen Huang.
He said Nvidia’s growth outlook remains strong and that AI is not a bubble. He also said he hopes to back Huang in a future superintelligence venture.
What the reporting says
Investor Leo KoGuan said he plans to reduce his Nvidia investment while continuing to support CEO Jensen Huang. He said he hopes to back Huang in a future superintelligence venture and argued that Nvidia’s growth outlook remains strong. KoGuan also said AI is not a bubble, according to the reported summary.
Why it matters
Leo KoGuan’s comments focus on Nvidia and its chief executive Jensen Huang, with KoGuan saying he plans to trim his investment while still supporting Huang. He described Nvidia’s growth outlook as strong and said AI is not a bubble. For investors, the remark is mainly sentiment-driven and points to continued support for Nvidia even as one shareholder reduces exposure.