Nvidia board has made the worst mistake possible for the company.
The Chinese spy connection has not even been officially confirmed.
A very stupid decision. https://t.co/6IrnpkzeSR
— Akshay Saini (@akshaymarch7) November 12, 2026
Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia,
$NVDA
, and its shareholders.
This will go down as the most costly mistake of the AI Revolution.
Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no…
— The Kobeissi Letter (@KobeissiLetter) November 12, 2026
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