The Kobeissi Letter
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参加 June 2015
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Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders.
This will go down as the most costly mistake of the AI Revolution.
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