Duan Yongping: Not Selling NVIDIA for Now, and Selling Put Options
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On November 13, prominent investor Duan Yongping said he won't sell Nvidia and has sold a significant number of puts — a bet that runs against the market's current pessimism.
What does selling puts actually mean here?
Duan stated clearly he will not sell his Nvidia shares and disclosed he sold a sizable batch of put options that same day.
In plain terms = selling puts means one of two things: he is willing to buy more shares at a lower price, or he is simply collecting the premium. Either way, he does not expect Nvidia to crash.
This reflects a stance directly opposite to the market's prevailing pessimism — while others worry, Duan is positioning on the buy side.
Can Jensen Huang return as CEO?
Duan offered his read on a Huang comeback: if the root cause behind Huang's departure has not been resolved, a return to the CEO seat is unlikely.
He sees one possible path — Nvidia invites Huang back in an advisory capacity, a "shadow CEO" role of sorts.
This means → Huang could retain influence over the company without holding signing authority — off the masthead, still in the room.
When will we get an answer?
Duan added that clarity on this front likely won't arrive until after the hearing concludes.
This means → until the hearing outcome lands, Huang's future at Nvidia remains an unresolved uncertainty.
For investors, Duan's options activity signals his view clearly — short-term uncertainty does not change his long-term holding thesis.
市场有风险,内容仅供研究参考,不构成投资建议。
