Kobeissi Letter urges Nvidia board not to fire Jensen Huang, citing study of 187 forced CEO departures

basedjensen · x · 2026-11-12

Financial research outlet Kobeissi Letter publicly urged Nvidia's board not to remove CEO Jensen Huang, arguing his departure would be a net negative for Nvidia, shareholders, and the AI revolution. It cites a study of 187 forced CEO departures across S&P 1500 companies showing that removing outperforming CEOs leads to negative long-term stock returns. The letter recommends a thorough investigation and a special shareholder meeting before any decision.

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