The Kobeissi Letter reported on Friday, November 13, 2026, that an internal post at Nvidia, ticker NVDA, has gained substantial traction among employees. The publication stated that the post, which urges the company's board to reinstate former CEO Jensen Huang, "has drawn over 1,600 comments, with the majority in 'full support' of reinstating him." The report highlighted that the internal communication specifically asks the Board of Directors to “consider employee sentiment” regarding Huang’s departure from the company.
Nvidia's stock, NVDA, is down 4.3% today, trading at $166.19. The tech sector has seen mixed performance, with the S&P 500 down 0.4% and the Nasdaq also down 0.4%. Recent Gokhshtein Media coverage noted the S&P 500 rallied 1.3% on AI earnings, but the bond market is pricing out a March Fed cut. The internal dynamics at Nvidia come amidst broader market discussions surrounding leadership and corporate governance in major technology firms.
The report from The Kobeissi Letter implies potential internal pressure on Nvidia's board regarding leadership. The focus on employee sentiment suggests that the company's internal stability and future strategic direction could be influenced by these discussions. Investors will likely watch for any official responses or further developments from Nvidia concerning the board's stance on employee sentiment and the possibility of leadership changes, especially given the company's market position in the semiconductor industry.
