Jensen Huang’s sudden resignation from NVIDIA as CEO amid personal scandals has become the dominant factor shaping trader sentiment, with the 55.5% implied probability on “no new company before 2028” reflecting uncertainty over his immediate next steps. Multiple company-specific outcomes clustered near 50% underscore the competitive dynamics among tech firms seeking his deep expertise in AI hardware, accelerated computing, and ecosystem relationships, while low single-digit odds on staying at NVIDIA or joining hyperscalers highlight barriers like ongoing investigations and his founder profile. Speculation around founding a new venture or roles at firms such as SpaceX draws modest support due to his industry influence, though any move remains subject to rapid shifts from regulatory developments or leadership announcements.