Investor calls Nvidia "uninvestable", not the wider AI trade
CNBC International Live's Richard Reyle interview draws an unusually large audience as he argues for an outside successor to Jensen Huang.
Why this story? The video opened at a pace of 59,569 views a day, 30 times a normal first day on this channel (1,976).
Nvidia is uninvestable at these levels: Investor
Next story: Dolan Darkest wants Nvidia's drama to mean cheaper graphics cards
Things we can learn from the video
Press to jump
- 0:04Reyle says Nvidia is not investable at present levels amid leadership uncertainty.
- 1:09He separates his warning about Nvidia from his view that the wider AI trade remains investable.
- 1:29He predicts further share-price falls, citing governance issues and the prospect of congressional scrutiny.
- 3:27The discussion turns to analyst downgrades and Reyle's preference for an external chief executive.
- 4:31The interview examines political risks surrounding US-China chip policy and Nvidia's leadership.
Richard Reyle wants Nvidia to look outside the company if its board replaces Jensen Huang. In CNBC International Live's Access Middle East interview, the Questar Capital Partners chief investment officer makes succession planning central to his warning about the shares.
His distinction is blunt: the risks he sees at Nvidia need not undermine the whole artificial-intelligence investment story. "That doesn't make the AI trade uninvestable, but it certainly makes Nvidia uninvestable," he says.
The interview reached about 50,000 views in 17 hours, far beyond the channel's usual first-day audience for regular videos. Its comment section was also many times busier than a typical upload's.
Asked about a sharp fall in extended trading, Reyle predicts further downside. He argues that leadership uncertainty and corporate-governance problems could weigh on the company, and criticises what he sees as insufficient independence on its board. His preference for an external chief executive follows from that concern.
CNBC's other widely watched Nvidia interviews offer a useful contrast. Cascend Securities' Eric Ross stresses firm demand and chip production as reasons for confidence in the company's outlook, while another segment examines the board's decision over Huang's future.
That makes Reyle's appearance more than another discussion of possible successors: he is arguing that investors can remain interested in AI while deciding Nvidia itself carries too much uncertainty.
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Where next?
What do you think?
- Channel
- CNBC International Live
- Subscribers
- 498,000 ▲ 1,000 this week
- Channel views, last 7 days
- 1,072,284
- Channel views, pace per day
- 303,083 (on a normal day: 110,447)
- Video published
- November 12, 2026
- Video views so far
- 50,400 (less than a day online)
- Video views, pace per day
- 59,569
The numbers
The Reyle interview drew an exceptionally large early audience for CNBC International Live. Two other Nvidia leadership segments also ran well above the channel's usual start.
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