NVDA fell on the election, then fell again because Jensen couldn’t keep it in his pants. What a week for Nvidia shareholders.

Nvidia can’t catch a break. First the election selloff, then another 4.3% drop Monday. Nearly $200 billion wiped out.

Now Jensen admits he had an affair with Alice Huang, a former executive at Megaspeed. U.S. intelligence reportedly believes she was recruited by China. The board is investigating whether Jensen was targeted. Nvidia says there is no reason to believe company secrets were compromised.

And this is not some random company executive. Jensen is Nvidia. He is the guy selling the AI boom to Washington, Wall Street and the rest of the world. He’s also been pushing to keep Nvidia chips flowing into China.

That last part is where this gets uncomfortable. Nvidia reported $7.9 billion in revenue from customers headquartered in China in its last quarter. Now Congress wants answers, the board is investigating, and a shareholder lawsuit has already been filed.

Earnings are November 17. Imagine trying to get everyone excited about another monster revenue number while all this is going on.

The company can keep making billions selling GPUs. But the CEO has somehow become another risk investors have to think about. That wasn’t on the earnings calendar.

Not financial advice.