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What Anthony Pompliano has said about semiconductors

Anthony Pompliano, investor and founder of Professional Capital Management. 2 statements from November 11, 2026 to November 15, 2026, each quoted word for word from the original and checked before publication. Newest first.

November 15, 2026 · on X
“If Jensen Huang returns to Nvidia as CEO before the end of the year, corporate America will have changed forever. Sam Altman pulled off his return in a few days. If Jensen does the same, companies will essentially become founder-driven organizations that will make it nearly impossible for boards to get rid of founders going forward. This is probably a net positive overall. However, it drastically changes how corporate governance will be thought of.”
Anthony Pompliano Says Founder Returns Change Corporate Governance →
November 11, 2026 · on X
“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.”
Anthony Pompliano Warns Nvidia Board May Ignore Shareholders →

Statements are reported from Anthony Pompliano’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Anthony Pompliano. The beat: Semiconductors.