Balajis: One tweet from Jensen Huang could reverse the Nvidia board coup, directors face $1T reckoning
himanshustwts · x · 2026-11-16
Balajis lays out a path for Jensen Huang's return to Nvidia: if Huang publicly says he wants his CEO job back, the company and the global AI ecosystem remain wired around him, giving the reported board coup no legitimacy. Anti-Jensen directors would step down immediately or be legally forced out.
Citing Nvidia's bylaws, he notes shareholders holding 15%+ of votes for one year can call a special meeting to remove directors (simple majority with cause, 2/3 supermajority without) and elect a new board. Directors resisting a Huang restoration would be held responsible for $1T in erased market cap, and he predicts they'll buckle quickly. Unverified rumor and analysis, not confirmed by Nvidia.
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