New Ask Claude or ChatGPT about any stock, using Bullpen. Bullpen in Claude or ChatGPT. 7 days free
Bullpen.News From Edwin Dorsey
Get Daily Recap Feedback

Thursday, November 12, 2026

Back to the front page

From X

@convequity

Convequity on X

Removing Jensen Huang is a mistake for NVIDIA's board and for US geopolitical policy. At Convequity we were relatively bearish on $NVDA versus $AVGO at the October 2026 valuation, and we did not think NVDA was a clear bargain. That does not change our view that Jensen Huang is the best semiconductor leader the industry has ever had. Removing him outright, without a stronger public story justifying the move, is a mistake. Making the CFO the interim CEO while the board searches for a permanent successor is a massive mistake. No successor can match Jensen's combination of care, vision, and execution. Best case: the next CEO continues Jensen's roadmap and keeps him as a strategic advisor, letting NVDA stay on the frontier of AI chips and infrastructure software. Base case: NVDA prints several years of pretty good numbers, then fades the way Intel did. When a founder-scale leader leaves, too few people inside and outside the company take the long-term view. Wall Street and politicians reward short-term financials and political wins, not the longer-term benefits. Leadership loss does not happen overnight. It arrives years later, when the roadmap Jensen set stops being renewed and the company slips from the frontier. That would be a painful lesson for stakeholders. Without Jensen, NVDA may still ship more chips and scale, but it will not catch the best frontier competitors. It will not make the bold quick moves this moment requires—like acquiring Groq or Hugging Face to adjust to the latest compute paradigm, open-model strategy, and new business models that build moats over the longer term. The CUDA moat is already getting shaky. We agree with one WSJ comment on the news: "A truly stupid idea, shareholders should sue the board and ask for an injunction immediately from a judge." We view removing Jensen as a mistake for the board and for US geopolitical policy.
@gnoble79

George Noble on X

Odd choice by the board too because she will be spending a lot of time w the attorneys, no real time to be CEO. She will have to be terminated too, along with the others involved in both the Megaspeed related stuff, as well as the financial/disclosure related issues. She was the one communicating all the misleading stuff re sales to Asia/China as well, and she was CFO when they changed their geographical rev recognition re this issue. There are going to be so many more shoes to drop on this thing it is not even funny. SELL is not a four letter word. $NVDA

Investor Letters

All letters

Top Rebound Stocks for Nov’26

Texas Pacific Land's 50% selloff reflects faded data-center expectations, while its Permian royalty business generated $498 million of 2025…

TPL $19B
Rebound Capital 1 click

ASML ($ASML) Deep Dive

ASML monopolizes EUV lithography, a critical tool for leading-edge chips, with production capacity stretched through 2028 and customer…

ASML $591B
Jimmy's Journal 2 clicks

Peloton: Beyond The Bike

Peloton’s connected-fitness subscribers fell 9% year over year to 2.475 million, with another high-single-digit holiday decline forecast as…

PTON $2.6B
TSOH Investment Research 3 clicks

ON THE TAPE with Guy Adami

Guy Adami discusses Nvidia, Anthropic's IPO prospects, energy, gold and the AI trade.

NVDA $4.2T
WHAT ARE WE DOING? “Contrarians At The Gate” 5 clicks
EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

EFXT $2.5B
Value Investors Club 4 clicks

GLP-1 winners and losers

GLP-1 drugs are gaining traction across Asia as Chinese developers advance candidates and Indian generics slash prices, reshaping prospects…

NVO $181B
Asian Century Stocks 3 clicks

Publications we follow

Every publication on this site, hand-picked.

130 publications

Newsletters 110

YouTube 4

Blogs 15

Seeking Alpha 84 of 286

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts
Nominate an account

Investor letters we follow

376 firms

Sectors

Ordered by how often our editor reaches for them.