The Kobeissi Letter
The Kobeissi Letter|11月 14, 2026 12:33
On the Nvidia situation: Nvidia's board can still make things right. It has now been 48 hours since Jensen Huang resigned from his role as CEO, President, and board member of Nvidia. Meanwhile, a thorough investigation has not been completed, countless critical questions are unanswered, and one of the world's greatest CEOs was forced out before the full facts of the situation were established. In fact, the US Attorney General, the CIA, the DNI, and members of the House Intelligence Committee have also suggested that the current evidence remains inconclusive regarding whether Jensen Huang was involved in an affair with a Chinese spy. The reality is that Jensen Huang resigned in the heat of the moment and the board acted based on speculative information. We believe Nvidia's board, NVDA, has a duty to shareholders to openly acknowledge that Jensen Huang could return to the company, pending a thorough investigation. What happens in a CEO's personal life should not automatically dictate his role in a company, particularly if an investigation fails to establish national security misconduct or other wrongdoing that warrants removal. The right move is to acknowledge that Jensen Huang is innocent until proven guilty. Nvidia's board must do this now. It is not too late.
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