Anthony Pompliano, investor and founder of Professional Capital Management, posted on X on Thursday, November 12, 2026, about the internal dynamics at Nvidia. He stated, "It is very clear that shareholders are unhappy with the idea of Jensen Huang being ousted at Nvidia. It is also clear that the board of directors feel like they have to do something. The ultimate question will be whether the board works for the shareholders or the shareholders get dragged along with the board’s desires. We know legally it is the former, but don’t underestimate a board’s contrived sense of duty in a moment of crisis."
Pompliano's comments come as Nvidia shares are trading at $173.73, up 2.9% today. The company has been a significant player in the artificial intelligence sector, with its stock performance often tied to the broader "AI trade." Recent Gokhshtein coverage has noted the S&P 500 rallying on AI earnings. However, another ZeroHedge post today observed Nvidia wiping out a third of its value in the past month, raising concerns for the AI trade.
Pompliano's view suggests a potential governance showdown at Nvidia, where the board's perception of duty could override shareholder preferences, despite legal obligations. This tension could introduce further volatility for Nvidia investors, who are watching whether the company's leadership remains stable during market and political pressures related to its operations and technology.
