SLC Management's Dec Mullarkey: It's worth watching how Nvidia will respond to next week's results call. The CFO can handle financial data, but the market will want more governance adjustments. It's hard to imagine him stepping down, but it's also hard to imagine how he can stay in office. I think the board will eventually be forced to leave him and establish a more traditional organizational structure. The problems revealed in terms of judgment may make it difficult to repair relationships between the company and important customers.

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