Do Not Fire Jensen Huang: Kobeissi Letter Makes Case To Nvidia Board

Published by

Anjali Belgaumkar

November 12, 2026

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The Kobeissi Letter has publicly urged Nvidia’s board not to remove Jensen Huang, arguing there is no clear successor and that his exit would hurt the company and the wider AI industry. The research firm pointed to a study of 187 forced CEO departures at S&P 1500 companies, which found that removing strong-performing leaders led to weaker long-term stock returns. It said Huang fits that profile. Kobeissi called on directors to avoid a rushed decision, finish a full investigation and hold a special shareholder meeting with an advisory vote on Huang’s future. It noted Nvidia stock has fallen 35% in 26 trading days, with nearly half the drop tied to the scandal, and estimated that Huang’s removal is already about 80% priced in. Keeping him, the firm argued, carries limited downside but significant potential upside.

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