Schwab Network on $NVDA (Nov 9, 2026)

Now we have a new unknown factor, not only regarding the slowdown of artificial intelligence perhaps, but also what will happen with Nvidia, Jensen Huang, and others.

I urge any investor nearing retirement age not to sell at this low point and incur a loss in stocks like Nvidia, and then move on to something more stable such as consumer staples or dividend-paying sectors .

So don't have to sell during the pullbacks we're seeing now, because what we're looking at here, Nicole, is an opportunity that's emerging in a stock like Nvidia, perhaps.

I don't necessarily want to try to pick up a fallen knife, but I think you'll see that this stock is for long-term investment. This stock will be at a greater discount than it is now.

I wanted to ask you. I know you have a lot of older people , those who have retired or are heading towards retirement , and I really wanted to clarify this. I said don't confuse a growth portfolio with an income portfolio. What do people really need to understand?

I want to know now, "Nvidia" is a name I have followed for a long time, and a name I have recommended to clients for a long time. It is also among your choices for today. Like many people on Wall Street, Nvidia is a long-term investment.

Is "Nvidia" a name you're keeping here? Has your share in it decreased? Is it oversold after the declines of last week and this week ? I would like to hear your opinion about Nvidia specifically. What action should be taken, if any?

In that growth portfolio currently, we are not selling Nvidia shares. In fact, however sharp the decline may be, we have earnings results next Tuesday that we will be paying close attention to.

I think Nvidia will tell the same story. This will confirm that the bet on artificial intelligence is still ongoing, and the demand is still there.

So no, we will not be selling Nvidia shares here. The risk of relying on a key man is very serious in the case of Nvidia. For a name like Nvidia, if Jensen Huang is replaced as CEO, it's sure to experience some volatility.

But we see Nvidia as a gateway (fee) on the path of artificial intelligence, and almost all AI profits pass through it in one way or another. We consider Nvidia a long- term buy-and-hold investment, and if the decline becomes sharp enough, we will consider it a buying opportunity.

You are exchanging a stock, and let's take Nvidia as an example, that is trading at a price-to-earnings ratio of 12 times forward earnings, right? It is growing by more than 100 % on an annual basis.

Even if you don't care about Nvidia, you say there are a lot of risks in relying on the main character.