Who said what on Jensen and chips

Verdicts on Jensen Huang, by personA grid. Bottom to top: verdict on Huang, from go to stay. Left to right, one of: stance on selling AI chips to China, who the person is, or the day they first posted. Each mark is one person and opens their posts.Huang admits an affair in a statement8 Nov9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ+2 stay+1 back / wait0 no verdict−1 problem−2 goHuang admits an affair in a statement8 Nov9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ+2 stay+1 back / wait0 no verdict−1 problem−2 go−2 ban−1 keep controls0 neutral / none+1 loosen+2 sell+2 stay+1 back / wait0 no verdict−1 problem−2 goFoundersInvestorsPoliticsMediaAnalystsOrgs+2 stay+1 back / wait0 no verdict−1 problem−2 goJENSEN →Bill Ackman: Jensen +1, no chip stanceAckmanDmitri Alperovitch: Jensen −2, chips −1AlperovitchGavin Baker: Jensen +2, chips +1BakerBalaji Srinivasan: Jensen +2, no chip stanceBalajiSen. Jim Banks: Jensen −1, chips −2BanksBeff Jezos (Guillaume Verdon): Jensen +2, no chip stanceBeff JezosArnaud Bertrand: Jensen +1, no chip stanceBertrandGary Black: Jensen −1, no chip stanceBlackLloyd Blankfein: Jensen 0, no chip stanceBlankfeinAlex Bores: Jensen −1, no chip stanceBoresDeirdre Bosa: Jensen 0, no chip stanceBosaSen. Katie Britt: Jensen −1, no chip stanceBrittJason Calacanis: Jensen +1, no chip stanceCalacanisBryan Cantrill: Jensen −1, no chip stanceCantrillGrant Cardone: Jensen +2, no chip stanceCardoneGordon Chang: Jensen −2, chips −1ChangChina Cmte, Select Committee on China: Jensen −1, chips −2China CmteRon Conway: Jensen +1, no chip stanceConwaySen. Chris Coons: Jensen −1, chips −2CoonsJim Cramer: Jensen −2, chips +1CramerCZ, Changpeng Zhao: Jensen +2, no chip stanceCZClément Delangue: Jensen 0, no chip stanceDelangueDHH, David Heinemeier Hansson: Jensen +2, no chip stanceDHHPedro Domingos: Jensen +2, no chip stanceDomingosPavel Durov: Jensen 0, no chip stanceDurovThe Economist: Jensen −2, no chip stanceEconomistESR, Eric S. Raymond: Jensen +2, no chip stanceESRRyan Fedasiuk: Jensen −2, chips −1FedasiukLex Fridman: Jensen +2, no chip stanceFridmanJared Friedman: Jensen 0, no chip stanceFriedmanCharles Gasparino: Jensen −2, no chip stanceGasparinoBrad Gerstner: Jensen +1, no chip stanceGerstnerGlenn Greenwald: Jensen +1, no chip stanceGreenwaldSarah Guo: Jensen +1, no chip stanceGuoSamuel Hammond: Jensen −2, no chip stanceHammondDan Held: Jensen +2, no chip stanceHeldHFAC GOP, House Foreign Affairs GOP: Jensen −1, chips −2HFAC GOPDan Ives: Jensen −1, chips +1IvesTravis Kalanick: Jensen +2, no chip stanceKalanickMark Kern: Jensen +2, no chip stanceKernK. Cramer, Sen. Kevin Cramer: Jensen −2, no chip stanceK. CramerThe Kobeissi Letter: Jensen +2, no chip stanceKobeissiLeo KoGuan: Jensen +2, no chip stanceKoGuanRaja K., Rep. Raja Krishnamoorthi: Jensen −2, no chip stanceRaja K.Palmer Luckey: Jensen +2, no chip stanceLuckeyTobi Lütke: Jensen +2, no chip stanceLütkeShaun Maguire: Jensen +2, no chip stanceMaguireGary Marcus: Jensen −2, no chip stanceMarcusAmjad Masad: Jensen +2, no chip stanceMasadRep. Michael McCaul: Jensen −1, chips −2McCaulChris McGuire: Jensen −1, chips −2McGuireCarolina Milanesi: Jensen −2, no chip stanceMilanesiElon Musk: Jensen +2, no chip stanceMuskNaval Ravikant: Jensen +1, no chip stanceNavalCasey Newton: Jensen −1, no chip stanceNewtonN. Smith, Noah Smith: Jensen −1, no chip stanceN. SmithTrung Phan: Jensen +1, no chip stancePhanAnthony Pompliano: Jensen +1, no chip stancePomplianoDan Primack: Jensen −2, no chip stancePrimackGuillermo Rauch: Jensen +2, no chip stanceRauchKevin Roose: Jensen −2, no chip stanceRooseNat Rothschild: Jensen +1, no chip stanceRothschildDavid Sacks: Jensen +1, no chip stanceSacksSen. Chuck Schumer: Jensen −1, chips −2SchumerAravind Srinivas: Jensen 0, no chip stanceSrinivasAlec Stapp: Jensen −1, chips −1StappPeter Steinberger: Jensen +2, no chip stanceSteinbergerTim Sweeney: Jensen +2, no chip stanceSweeneyNassim Nicholas Taleb: Jensen 0, no chip stanceTalebGarry Tan: Jensen +2, no chip stanceTanT. Scott, Sen. Tim Scott: Jensen −1, no chip stanceT. ScottJesse Tinsley: Jensen +2, no chip stanceTinsleyTom Lee: Jensen +2, no chip stanceTom LeeSen. Elizabeth Warren: Jensen −1, chips −2WarrenAndrew Wilkinson: Jensen 0, no chip stanceWilkinsonStephen Witt: Jensen −1, no chip stanceWittMatthew Yglesias: Jensen −1, no chip stanceYglesiasEd Zitron: Jensen −1, no chip stanceZitron21:02 UTC 8 Nov · “We should all support him and his family. Onward.”23:35 UTC 11 Nov · “And/or have a shareholder vote after the investigation is complete.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”01:23 UTC 12 Nov · “Jensen Huang shouldn’t either. And the Nvidia board shouldn’t fire him.”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:32 UTC 9 Nov · “I doubt Jensen Huang will be able to remain as $NVDA CEO.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”23:26 UTC 11 Nov · “finish their investigation and (b) make @JensenHuang the chairman if it comes to that”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”18:23 UTC 12 Nov · “Tell me you have only run lifestyle businesses without telling me”13:49 UTC 10 Nov · “Jensen Huang let fame get to him.”03:55 UTC 13 Nov · “Jensen Huang’s resignation today by no means ends his problems.”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”14:57 UTC 9 Nov · “asking him to appear before their three committees this month”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”18:13 UTC 9 Nov · “I’m pushing to investigate Jensen Huang and Nvidia”22:57 UTC 11 Nov · “Jensen we hardly knew yah. Just plain awful....”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”14:18 UTC 12 Nov · “This whole thing sucks, and I wish none of it had happened.”08:52 UTC 12 Nov · “NVIDIA would be wrong to fire Jensen.”21:35 UTC 12 Nov · “Fire the board.”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”05:54 UTC 14 Nov · “I want to sign this letter”20:57 UTC 9 Nov · “Jensen Huang should resign.”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”18:01 UTC 9 Nov · “This is why IMHO @JensenHuang resigns.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”01:03 UTC 13 Nov · “Jensen is a friend & legend. But he was not a one man show.”12:26 UTC 12 Nov · “He's on the brink of being ousted with remarkable velocity”21:22 UTC 9 Nov · “This situation with NVIDIA’s CEO is a massive concern for the national security”11:07 UTC 10 Nov · “if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%)”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”14:18 UTC 12 Nov · “He's giving up his board seat as well. That's...really severe.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:53 UTC 12 Nov · “Our message to Nvidia's board: Do not fire Jensen Huang.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”02:39 UTC 12 Nov · “I demand the NVDA board and the world to retain him as CEO”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”20:03 UTC 12 Nov · “Generational blunder.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”22:37 UTC 8 Nov · “two mistakes don’t make a right, and I believe Jensen is irreplaceable”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”17:02 UTC 9 Nov · “oh my god. this just gets worse and worse”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”00:15 UTC 12 Nov · “The timing is suspicious, so worth asking: who benefits and why now?”23:50 UTC 8 Nov · “I agree”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”17:21 UTC 12 Nov · “the board forced him out before the independent investigation was conducted”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:25 UTC 12 Nov · “If you're the board, what else do you do”04:14 UTC 13 Nov · “to do any of those jobs effectively, so he had to go”02:41 UTC 13 Nov · “The spy narrative is collapsing already.”20:01 UTC 10 Nov · “We need answers immediately”02:40 UTC 12 Nov · “Save Jensen. This would be an Apple firing Steve Jobs level of idiocy”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”23:18 UTC 11 Nov · “Seems ill advised for Nvidia’s board to oust Jensen Huang”14:46 UTC 12 Nov · “Literally the worst decision in our lifetime by a Board of Directors.”16:03 UTC 12 Nov · “we expect $NVDA to continue to dominate”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”15:22 UTC 9 Nov · “Congress is back today. We have legislation ready to go”23:08 UTC 11 Nov · “Spare me any “good man” bullshit”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”22:40 UTC 8 Nov · “I am not suggesting he gets a free pass.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”00:34 UTC 14 Nov · “I also support the petition to immediately reinstate Jensen”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:14 UTC 14 Nov · “The shareholders are getting organized to reinstate Jensen Huang.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”15:52 UTC 14 Nov · “Any other $NVDA employee would have been fired immediately.”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”20:04 UTC 14 Nov · “Disgraceful if the China hawks railroaded him (which is my best guess).”18:41 UTC 12 Nov · “you absolutely cannot square it with Jensen's conduct”19:04 UTC 14 Nov · “Nvidia bring Jensen back… employees stand up and have your voices heard!”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”15:45 UTC 14 Nov · “Reinstating Jensen Huang would reinforce perverse incentives.”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”02:16 UTC 13 Nov · “accept the request of our three committees or he will be subpoenaed”14:39 UTC 12 Nov · “Congress needs answers, and Americans deserve better national security protections.”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”11:06 UTC 13 Nov · “the Justice Department, even this Justice Department, could destroy Nvidia if he stays”21:17 UTC 12 Nov · “Sad but still bullish on @nvidia!”18:45 UTC 12 Nov · “the world just lost one of free AI's biggest proponents”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”21:55 UTC 14 Nov · “I've found the ideal CEO for Nvidia. His name is Jensen Huang.”22:01 UTC 14 Nov · “I support Jensen Huang's reinstatement at Nvidia”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”21:14 UTC 12 Nov · “Nvidia is bigger than Jensen Huang.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”13:34 UTC 14 Nov · “Sorry he needed to go because it ain’t worth the national security risk”23:47 UTC 13 Nov · “the minimum acceptable standards the Board owes shareholders”14:39 UTC 12 Nov · “I don't know who wanted Jensen Huang out”01:09 UTC 13 Nov · “sent a second request to @JensenHuang and @nvidia to appear before Congress”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”13:54 UTC 12 Nov · “Board had no choice and he resigned.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:19 UTC 14 Nov · “And me. I signed.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”12:32 UTC 14 Nov · “Nvidia's board can still make things right.”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”03:00 UTC 15 Nov · “He is indispensable for NVDA and the si world.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”23:20 UTC 13 Nov · “You have my sword”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”15:51 UTC 14 Nov · “100%”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”14:37 UTC 14 Nov · “those defending him are either lost or dishonest”22:59 UTC 13 Nov · “Read the Stand with Jensen letter and consider adding your name.”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”14:37 UTC 14 Nov · “Without Jensen, at least some of those critical deals will be lost.”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:20 UTC 14 Nov · “This is a fair and measured viewpoint.”15:23 UTC 13 Nov · “maybe the dumbest tech narrative of the year”04:55 UTC 13 Nov · “nvidia is nothing without its people”01:29 UTC 14 Nov · “the spy narrative is unconfirmed and increasingly contested”16:45 UTC 12 Nov · “Congress must demand answers from Mr. Huang and others at Nvidia”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”04:11 UTC 13 Nov · “uninstall it and reinstall it, and everything's back to normal”04:38 UTC 14 Nov · “Jensen deserves due process, not whatever is happening right now. I signed.”01:47 UTC 13 Nov · “unqualified boards make unqualified decisions”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”03:05 UTC 14 Nov · “I signed the letter”15:44 UTC 12 Nov · “does not absolve him, other executives, or the company as a whole”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”01:04 UTC 14 Nov · “There is no “investigation” necessary”Verdicts on Jensen Huang, by personA grid. Bottom to top: verdict on Huang, from go to stay. Left to right, one of: stance on selling AI chips to China, who the person is, or the day they first posted. Each mark is one person and opens their posts.Huang admits an affair in a statementadmission9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ+2 stay+1 back / wait0 no verdict−1 problem−2 goHuang admits an affair in a statementadmission9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ+2 stay+1 back / wait0 no verdict−1 problem−2 go−2 ban−1 keep controls0 neutral / none+1 loosen+2 sell+2 stay+1 back / wait0 no verdict−1 problem−2 goFoundersInvestorsPoliticsMediaAnalystsOrgs+2 stay+1 back / wait0 no verdict−1 problem−2 goJENSEN →Bill Ackman: Jensen +1, no chip stanceAckmanDmitri Alperovitch: Jensen −2, chips −1AlperovitchGavin Baker: Jensen +2, chips +1BakerBalaji Srinivasan: Jensen +2, no chip stanceBalajiSen. Jim Banks: Jensen −1, chips −2BanksBeff Jezos (Guillaume Verdon): Jensen +2, no chip stanceBeff JezosArnaud Bertrand: Jensen +1, no chip stanceBertrandGary Black: Jensen −1, no chip stanceBlackLloyd Blankfein: Jensen 0, no chip stanceBlankfeinAlex Bores: Jensen −1, no chip stanceBoresDeirdre Bosa: Jensen 0, no chip stanceBosaSen. Katie Britt: Jensen −1, no chip stanceBrittJason Calacanis: Jensen +1, no chip stanceCalacanisBryan Cantrill: Jensen −1, no chip stanceCantrillGrant Cardone: Jensen +2, no chip stanceCardoneGordon Chang: Jensen −2, chips −1ChangChina Cmte, Select Committee on China: Jensen −1, chips −2China CmteRon Conway: Jensen +1, no chip stanceConwaySen. Chris Coons: Jensen −1, chips −2CoonsJim Cramer: Jensen −2, chips +1CramerCZ, Changpeng Zhao: Jensen +2, no chip stanceCZClément Delangue: Jensen 0, no chip stanceDelangueDHH, David Heinemeier Hansson: Jensen +2, no chip stanceDHHPedro Domingos: Jensen +2, no chip stanceDomingosPavel Durov: Jensen 0, no chip stanceDurovThe Economist: Jensen −2, no chip stanceEconomistESR, Eric S. Raymond: Jensen +2, no chip stanceESRRyan Fedasiuk: Jensen −2, chips −1FedasiukLex Fridman: Jensen +2, no chip stanceFridmanJared Friedman: Jensen 0, no chip stanceFriedmanCharles Gasparino: Jensen −2, no chip stanceGasparinoBrad Gerstner: Jensen +1, no chip stanceGerstnerGlenn Greenwald: Jensen +1, no chip stanceGreenwaldSarah Guo: Jensen +1, no chip stanceGuoSamuel Hammond: Jensen −2, no chip stanceHammondDan Held: Jensen +2, no chip stanceHeldHFAC GOP, House Foreign Affairs GOP: Jensen −1, chips −2HFAC GOPDan Ives: Jensen −1, chips +1IvesTravis Kalanick: Jensen +2, no chip stanceKalanickMark Kern: Jensen +2, no chip stanceKernK. Cramer, Sen. Kevin Cramer: Jensen −2, no chip stanceK. CramerThe Kobeissi Letter: Jensen +2, no chip stanceKobeissiLeo KoGuan: Jensen +2, no chip stanceKoGuanRaja K., Rep. Raja Krishnamoorthi: Jensen −2, no chip stanceRaja K.Palmer Luckey: Jensen +2, no chip stanceLuckeyTobi Lütke: Jensen +2, no chip stanceLütkeShaun Maguire: Jensen +2, no chip stanceMaguireGary Marcus: Jensen −2, no chip stanceMarcusAmjad Masad: Jensen +2, no chip stanceMasadRep. Michael McCaul: Jensen −1, chips −2McCaulChris McGuire: Jensen −1, chips −2McGuireCarolina Milanesi: Jensen −2, no chip stanceMilanesiElon Musk: Jensen +2, no chip stanceMuskNaval Ravikant: Jensen +1, no chip stanceNavalCasey Newton: Jensen −1, no chip stanceNewtonN. Smith, Noah Smith: Jensen −1, no chip stanceN. SmithTrung Phan: Jensen +1, no chip stancePhanAnthony Pompliano: Jensen +1, no chip stancePomplianoDan Primack: Jensen −2, no chip stancePrimackGuillermo Rauch: Jensen +2, no chip stanceRauchKevin Roose: Jensen −2, no chip stanceRooseNat Rothschild: Jensen +1, no chip stanceRothschildDavid Sacks: Jensen +1, no chip stanceSacksSen. Chuck Schumer: Jensen −1, chips −2SchumerAravind Srinivas: Jensen 0, no chip stanceSrinivasAlec Stapp: Jensen −1, chips −1StappPeter Steinberger: Jensen +2, no chip stanceSteinbergerTim Sweeney: Jensen +2, no chip stanceSweeneyNassim Nicholas Taleb: Jensen 0, no chip stanceTalebGarry Tan: Jensen +2, no chip stanceTanT. Scott, Sen. Tim Scott: Jensen −1, no chip stanceT. ScottJesse Tinsley: Jensen +2, no chip stanceTinsleyTom Lee: Jensen +2, no chip stanceTom LeeSen. Elizabeth Warren: Jensen −1, chips −2WarrenAndrew Wilkinson: Jensen 0, no chip stanceWilkinsonStephen Witt: Jensen −1, no chip stanceWittMatthew Yglesias: Jensen −1, no chip stanceYglesiasEd Zitron: Jensen −1, no chip stanceZitron21:02 UTC 8 Nov · “We should all support him and his family. Onward.”23:35 UTC 11 Nov · “And/or have a shareholder vote after the investigation is complete.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”01:23 UTC 12 Nov · “Jensen Huang shouldn’t either. And the Nvidia board shouldn’t fire him.”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:32 UTC 9 Nov · “I doubt Jensen Huang will be able to remain as $NVDA CEO.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”23:26 UTC 11 Nov · “finish their investigation and (b) make @JensenHuang the chairman if it comes to that”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”18:23 UTC 12 Nov · “Tell me you have only run lifestyle businesses without telling me”13:49 UTC 10 Nov · “Jensen Huang let fame get to him.”03:55 UTC 13 Nov · “Jensen Huang’s resignation today by no means ends his problems.”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”14:57 UTC 9 Nov · “asking him to appear before their three committees this month”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”18:13 UTC 9 Nov · “I’m pushing to investigate Jensen Huang and Nvidia”22:57 UTC 11 Nov · “Jensen we hardly knew yah. Just plain awful....”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”14:18 UTC 12 Nov · “This whole thing sucks, and I wish none of it had happened.”08:52 UTC 12 Nov · “NVIDIA would be wrong to fire Jensen.”21:35 UTC 12 Nov · “Fire the board.”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”05:54 UTC 14 Nov · “I want to sign this letter”20:57 UTC 9 Nov · “Jensen Huang should resign.”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”18:01 UTC 9 Nov · “This is why IMHO @JensenHuang resigns.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”01:03 UTC 13 Nov · “Jensen is a friend & legend. But he was not a one man show.”12:26 UTC 12 Nov · “He's on the brink of being ousted with remarkable velocity”21:22 UTC 9 Nov · “This situation with NVIDIA’s CEO is a massive concern for the national security”11:07 UTC 10 Nov · “if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%)”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”14:18 UTC 12 Nov · “He's giving up his board seat as well. That's...really severe.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:53 UTC 12 Nov · “Our message to Nvidia's board: Do not fire Jensen Huang.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”02:39 UTC 12 Nov · “I demand the NVDA board and the world to retain him as CEO”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”20:03 UTC 12 Nov · “Generational blunder.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”22:37 UTC 8 Nov · “two mistakes don’t make a right, and I believe Jensen is irreplaceable”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”17:02 UTC 9 Nov · “oh my god. this just gets worse and worse”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”00:15 UTC 12 Nov · “The timing is suspicious, so worth asking: who benefits and why now?”23:50 UTC 8 Nov · “I agree”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”17:21 UTC 12 Nov · “the board forced him out before the independent investigation was conducted”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:25 UTC 12 Nov · “If you're the board, what else do you do”04:14 UTC 13 Nov · “to do any of those jobs effectively, so he had to go”02:41 UTC 13 Nov · “The spy narrative is collapsing already.”20:01 UTC 10 Nov · “We need answers immediately”02:40 UTC 12 Nov · “Save Jensen. This would be an Apple firing Steve Jobs level of idiocy”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”23:18 UTC 11 Nov · “Seems ill advised for Nvidia’s board to oust Jensen Huang”14:46 UTC 12 Nov · “Literally the worst decision in our lifetime by a Board of Directors.”16:03 UTC 12 Nov · “we expect $NVDA to continue to dominate”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”15:22 UTC 9 Nov · “Congress is back today. We have legislation ready to go”23:08 UTC 11 Nov · “Spare me any “good man” bullshit”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”22:40 UTC 8 Nov · “I am not suggesting he gets a free pass.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”00:34 UTC 14 Nov · “I also support the petition to immediately reinstate Jensen”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:14 UTC 14 Nov · “The shareholders are getting organized to reinstate Jensen Huang.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”15:52 UTC 14 Nov · “Any other $NVDA employee would have been fired immediately.”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”20:04 UTC 14 Nov · “Disgraceful if the China hawks railroaded him (which is my best guess).”18:41 UTC 12 Nov · “you absolutely cannot square it with Jensen's conduct”19:04 UTC 14 Nov · “Nvidia bring Jensen back… employees stand up and have your voices heard!”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”15:45 UTC 14 Nov · “Reinstating Jensen Huang would reinforce perverse incentives.”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”02:16 UTC 13 Nov · “accept the request of our three committees or he will be subpoenaed”14:39 UTC 12 Nov · “Congress needs answers, and Americans deserve better national security protections.”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”11:06 UTC 13 Nov · “the Justice Department, even this Justice Department, could destroy Nvidia if he stays”21:17 UTC 12 Nov · “Sad but still bullish on @nvidia!”18:45 UTC 12 Nov · “the world just lost one of free AI's biggest proponents”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”21:55 UTC 14 Nov · “I've found the ideal CEO for Nvidia. His name is Jensen Huang.”22:01 UTC 14 Nov · “I support Jensen Huang's reinstatement at Nvidia”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”21:14 UTC 12 Nov · “Nvidia is bigger than Jensen Huang.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”13:34 UTC 14 Nov · “Sorry he needed to go because it ain’t worth the national security risk”23:47 UTC 13 Nov · “the minimum acceptable standards the Board owes shareholders”14:39 UTC 12 Nov · “I don't know who wanted Jensen Huang out”01:09 UTC 13 Nov · “sent a second request to @JensenHuang and @nvidia to appear before Congress”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”13:54 UTC 12 Nov · “Board had no choice and he resigned.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:19 UTC 14 Nov · “And me. I signed.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”12:32 UTC 14 Nov · “Nvidia's board can still make things right.”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”03:00 UTC 15 Nov · “He is indispensable for NVDA and the si world.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”23:20 UTC 13 Nov · “You have my sword”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”15:51 UTC 14 Nov · “100%”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”14:37 UTC 14 Nov · “those defending him are either lost or dishonest”22:59 UTC 13 Nov · “Read the Stand with Jensen letter and consider adding your name.”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”14:37 UTC 14 Nov · “Without Jensen, at least some of those critical deals will be lost.”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:20 UTC 14 Nov · “This is a fair and measured viewpoint.”15:23 UTC 13 Nov · “maybe the dumbest tech narrative of the year”04:55 UTC 13 Nov · “nvidia is nothing without its people”01:29 UTC 14 Nov · “the spy narrative is unconfirmed and increasingly contested”16:45 UTC 12 Nov · “Congress must demand answers from Mr. Huang and others at Nvidia”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”04:11 UTC 13 Nov · “uninstall it and reinstall it, and everything's back to normal”04:38 UTC 14 Nov · “Jensen deserves due process, not whatever is happening right now. I signed.”01:47 UTC 13 Nov · “unqualified boards make unqualified decisions”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”03:05 UTC 14 Nov · “I signed the letter”15:44 UTC 12 Nov · “does not absolve him, other executives, or the company as a whole”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”01:04 UTC 14 Nov · “There is no “investigation” necessary”
Verdicts on Jensen Huang, by personA grid. Bottom to top: verdict on Huang, from go to stay. Left to right, one of: stance on selling AI chips to China, who the person is, or the day they first posted. Each mark is one person and opens their posts.Huang admits an affair in a statement8 Nov9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ← earlierlater →Huang admits an affair in a statement8 Nov9–11 NovThe New York Times reports a second affair, with an Nvidia executiveNYTNvidia announces his resignationresignedReuters reports a relationship with a second Nvidia employeeReutersCNN reports that US officials disagree on whether the intelligence proves spyingCNNWired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 commentsWiredBloomberg reports that banned Nvidia chips were installed at a Shanghai data center linked to MegaspeedBloombergThe Financial Times reports that Nvidia's board approached Arm's chief executive about the job; the board says it has not formally engaged any candidateFTAn open letter at standwithjensen.com asks Nvidia’s board to bring him back while an independent investigation establishes the factsletterAltimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his returninvestorsElon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without himsupplyThe Wall Street Journal reports that records show Megaspeed arranged to send nearly $12 billion of Nvidia chips to companies in China between March 2024 and June 2025WSJ← earlierlater →−2−10+1+2← ban chipssell to China →FoundersInvestorsPoliticsMediaAnalystsOrgsBill Ackman: Jensen +1, no chip stanceDmitri Alperovitch: Jensen −2, chips −1Gavin Baker: Jensen +2, chips +1Balaji Srinivasan: Jensen +2, no chip stanceSen. Jim Banks: Jensen −1, chips −2Beff Jezos (Guillaume Verdon): Jensen +2, no chip stanceArnaud Bertrand: Jensen +1, no chip stanceGary Black: Jensen −1, no chip stanceLloyd Blankfein: Jensen 0, no chip stanceAlex Bores: Jensen −1, no chip stanceDeirdre Bosa: Jensen 0, no chip stanceSen. Katie Britt: Jensen −1, no chip stanceJason Calacanis: Jensen +1, no chip stanceBryan Cantrill: Jensen −1, no chip stanceGrant Cardone: Jensen +2, no chip stanceGordon Chang: Jensen −2, chips −1China Cmte, Select Committee on China: Jensen −1, chips −2Ron Conway: Jensen +1, no chip stanceSen. Chris Coons: Jensen −1, chips −2Jim Cramer: Jensen −2, chips +1CZ, Changpeng Zhao: Jensen +2, no chip stanceClément Delangue: Jensen 0, no chip stanceDHH, David Heinemeier Hansson: Jensen +2, no chip stancePedro Domingos: Jensen +2, no chip stancePavel Durov: Jensen 0, no chip stanceThe Economist: Jensen −2, no chip stanceESR, Eric S. Raymond: Jensen +2, no chip stanceRyan Fedasiuk: Jensen −2, chips −1Lex Fridman: Jensen +2, no chip stanceJared Friedman: Jensen 0, no chip stanceCharles Gasparino: Jensen −2, no chip stanceBrad Gerstner: Jensen +1, no chip stanceGlenn Greenwald: Jensen +1, no chip stanceSarah Guo: Jensen +1, no chip stanceSamuel Hammond: Jensen −2, no chip stanceDan Held: Jensen +2, no chip stanceHFAC GOP, House Foreign Affairs GOP: Jensen −1, chips −2Dan Ives: Jensen −1, chips +1Travis Kalanick: Jensen +2, no chip stanceMark Kern: Jensen +2, no chip stanceK. Cramer, Sen. Kevin Cramer: Jensen −2, no chip stanceThe Kobeissi Letter: Jensen +2, no chip stanceLeo KoGuan: Jensen +2, no chip stanceRaja K., Rep. Raja Krishnamoorthi: Jensen −2, no chip stancePalmer Luckey: Jensen +2, no chip stanceTobi Lütke: Jensen +2, no chip stanceShaun Maguire: Jensen +2, no chip stanceGary Marcus: Jensen −2, no chip stanceAmjad Masad: Jensen +2, no chip stanceRep. Michael McCaul: Jensen −1, chips −2Chris McGuire: Jensen −1, chips −2Carolina Milanesi: Jensen −2, no chip stanceElon Musk: Jensen +2, no chip stanceNaval Ravikant: Jensen +1, no chip stanceCasey Newton: Jensen −1, no chip stanceN. Smith, Noah Smith: Jensen −1, no chip stanceTrung Phan: Jensen +1, no chip stanceAnthony Pompliano: Jensen +1, no chip stanceDan Primack: Jensen −2, no chip stanceGuillermo Rauch: Jensen +2, no chip stanceKevin Roose: Jensen −2, no chip stanceNat Rothschild: Jensen +1, no chip stanceDavid Sacks: Jensen +1, no chip stanceSen. Chuck Schumer: Jensen −1, chips −2Aravind Srinivas: Jensen 0, no chip stanceAlec Stapp: Jensen −1, chips −1Peter Steinberger: Jensen +2, no chip stanceTim Sweeney: Jensen +2, no chip stanceNassim Nicholas Taleb: Jensen 0, no chip stanceGarry Tan: Jensen +2, no chip stanceT. Scott, Sen. Tim Scott: Jensen −1, no chip stanceJesse Tinsley: Jensen +2, no chip stanceTom Lee: Jensen +2, no chip stanceSen. Elizabeth Warren: Jensen −1, chips −2Andrew Wilkinson: Jensen 0, no chip stanceStephen Witt: Jensen −1, no chip stanceMatthew Yglesias: Jensen −1, no chip stanceEd Zitron: Jensen −1, no chip stance21:02 UTC 8 Nov · “We should all support him and his family. Onward.”23:35 UTC 11 Nov · “And/or have a shareholder vote after the investigation is complete.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”01:23 UTC 12 Nov · “Jensen Huang shouldn’t either. And the Nvidia board shouldn’t fire him.”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:32 UTC 9 Nov · “I doubt Jensen Huang will be able to remain as $NVDA CEO.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”23:26 UTC 11 Nov · “finish their investigation and (b) make @JensenHuang the chairman if it comes to that”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”18:23 UTC 12 Nov · “Tell me you have only run lifestyle businesses without telling me”13:49 UTC 10 Nov · “Jensen Huang let fame get to him.”03:55 UTC 13 Nov · “Jensen Huang’s resignation today by no means ends his problems.”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”14:57 UTC 9 Nov · “asking him to appear before their three committees this month”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”18:13 UTC 9 Nov · “I’m pushing to investigate Jensen Huang and Nvidia”22:57 UTC 11 Nov · “Jensen we hardly knew yah. Just plain awful....”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”14:18 UTC 12 Nov · “This whole thing sucks, and I wish none of it had happened.”08:52 UTC 12 Nov · “NVIDIA would be wrong to fire Jensen.”21:35 UTC 12 Nov · “Fire the board.”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”05:54 UTC 14 Nov · “I want to sign this letter”20:57 UTC 9 Nov · “Jensen Huang should resign.”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”18:01 UTC 9 Nov · “This is why IMHO @JensenHuang resigns.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”01:03 UTC 13 Nov · “Jensen is a friend & legend. But he was not a one man show.”12:26 UTC 12 Nov · “He's on the brink of being ousted with remarkable velocity”21:22 UTC 9 Nov · “This situation with NVIDIA’s CEO is a massive concern for the national security”11:07 UTC 10 Nov · “if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%)”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”14:18 UTC 12 Nov · “He's giving up his board seat as well. That's...really severe.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:53 UTC 12 Nov · “Our message to Nvidia's board: Do not fire Jensen Huang.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”02:39 UTC 12 Nov · “I demand the NVDA board and the world to retain him as CEO”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”20:03 UTC 12 Nov · “Generational blunder.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”22:37 UTC 8 Nov · “two mistakes don’t make a right, and I believe Jensen is irreplaceable”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”17:02 UTC 9 Nov · “oh my god. this just gets worse and worse”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”00:15 UTC 12 Nov · “The timing is suspicious, so worth asking: who benefits and why now?”23:50 UTC 8 Nov · “I agree”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”17:21 UTC 12 Nov · “the board forced him out before the independent investigation was conducted”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:25 UTC 12 Nov · “If you're the board, what else do you do”04:14 UTC 13 Nov · “to do any of those jobs effectively, so he had to go”02:41 UTC 13 Nov · “The spy narrative is collapsing already.”20:01 UTC 10 Nov · “We need answers immediately”02:40 UTC 12 Nov · “Save Jensen. This would be an Apple firing Steve Jobs level of idiocy”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”23:18 UTC 11 Nov · “Seems ill advised for Nvidia’s board to oust Jensen Huang”14:46 UTC 12 Nov · “Literally the worst decision in our lifetime by a Board of Directors.”16:03 UTC 12 Nov · “we expect $NVDA to continue to dominate”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”15:22 UTC 9 Nov · “Congress is back today. We have legislation ready to go”23:08 UTC 11 Nov · “Spare me any “good man” bullshit”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”22:40 UTC 8 Nov · “I am not suggesting he gets a free pass.”04:15 UTC 13 Nov · “the board should have waited for their own investigation to finish”04:17 UTC 13 Nov · “Shareholders and employees alike support Jensen.”00:34 UTC 14 Nov · “I also support the petition to immediately reinstate Jensen”11:30 UTC 13 Nov · “press the Nvidia board with every tool at your disposal to reinstate Jensen Huang”00:14 UTC 14 Nov · “The shareholders are getting organized to reinstate Jensen Huang.”14:10 UTC 12 Nov · “their inevitable outcome - in this case, Jensen Huang resigns as CEO”15:43 UTC 13 Nov · “the $NVDA board would have no choice but to remove Jensen”15:52 UTC 14 Nov · “Any other $NVDA employee would have been fired immediately.”18:20 UTC 12 Nov · “Keep the seat warm for @JensenHuang while the investigation is sorted out.”21:36 UTC 12 Nov · “@JensenHuang comes back as Chairman, or even CEO, after he's exonerated”17:28 UTC 13 Nov · “$NVDA can bring back @JensenHuang”20:04 UTC 14 Nov · “Disgraceful if the China hawks railroaded him (which is my best guess).”18:41 UTC 12 Nov · “you absolutely cannot square it with Jensen's conduct”19:04 UTC 14 Nov · “Nvidia bring Jensen back… employees stand up and have your voices heard!”11:40 UTC 13 Nov · “This saddens me, but Nvidia had to remove Jensen Huang”15:45 UTC 14 Nov · “Reinstating Jensen Huang would reinforce perverse incentives.”15:41 UTC 12 Nov · “released the following statement in the wake of Jensen Huang's resignation”17:36 UTC 12 Nov · “warned that @JensenHuang must testify before congress”02:16 UTC 13 Nov · “accept the request of our three committees or he will be subpoenaed”14:39 UTC 12 Nov · “Congress needs answers, and Americans deserve better national security protections.”23:40 UTC 12 Nov · “i am feeling a lot better than i did this morning about the changes”11:06 UTC 13 Nov · “the Justice Department, even this Justice Department, could destroy Nvidia if he stays”21:17 UTC 12 Nov · “Sad but still bullish on @nvidia!”18:45 UTC 12 Nov · “the world just lost one of free AI's biggest proponents”01:57 UTC 13 Nov · “OK, time to bring Jensen back.”06:21 UTC 13 Nov · “Don’t give up, @JensenHuang.”21:55 UTC 14 Nov · “I've found the ideal CEO for Nvidia. His name is Jensen Huang.”22:01 UTC 14 Nov · “I support Jensen Huang's reinstatement at Nvidia”14:24 UTC 12 Nov · “I think resigning was dignified, and the right move”21:14 UTC 12 Nov · “Nvidia is bigger than Jensen Huang.”15:27 UTC 12 Nov · “I said he was a goner”23:44 UTC 12 Nov · “Nvidia’s board and ex-CEO Jensen Huang are a clown show”13:34 UTC 14 Nov · “Sorry he needed to go because it ain’t worth the national security risk”23:47 UTC 13 Nov · “the minimum acceptable standards the Board owes shareholders”14:39 UTC 12 Nov · “I don't know who wanted Jensen Huang out”01:09 UTC 13 Nov · “sent a second request to @JensenHuang and @nvidia to appear before Congress”01:19 UTC 12 Nov · “writing is on the wall that Jensen’s days at Nvidia could be numbered”13:54 UTC 12 Nov · “Board had no choice and he resigned.”14:36 UTC 12 Nov · “You lose all the drive and innovation and you get caretakers instead.”14:22 UTC 13 Nov · “Jensen needs to fight, can fight, and can win.”01:16 UTC 14 Nov · “Read the letter, consider signing.”01:19 UTC 14 Nov · “And me. I signed.”14:35 UTC 12 Nov · “He should not have resigned.”08:06 UTC 14 Nov · “We maintain our view that Huang was removed prematurely”12:32 UTC 14 Nov · “Nvidia's board can still make things right.”03:13 UTC 13 Nov · “I will reduce my plan investment in NVDA.”00:21 UTC 14 Nov · “fire the board and reinstate Jensen Huang”03:00 UTC 15 Nov · “He is indispensable for NVDA and the si world.”22:04 UTC 12 Nov · “there is no replacing a founder like Jensen”23:20 UTC 13 Nov · “You have my sword”14:37 UTC 12 Nov · “his contributions to American innovation and AI leadership cannot be overstated”15:51 UTC 14 Nov · “100%”15:05 UTC 12 Nov · “my hot take on why Jensen had to go”16:32 UTC 12 Nov · “Nvidia’s board had enough stones to push Jensen out and face the consequences.”20:02 UTC 12 Nov · “this ain’t even news any more.”02:29 UTC 13 Nov · “I think Jensen is going to look worse and worse over time.”13:53 UTC 13 Nov · “he did choose (under pressure) to resign”03:35 UTC 14 Nov · “Jensen and the board know critical facts that they don’t”14:37 UTC 14 Nov · “those defending him are either lost or dishonest”22:59 UTC 13 Nov · “Read the Stand with Jensen letter and consider adding your name.”01:22 UTC 12 Nov · “@zerohedge That would be an honor”01:51 UTC 12 Nov · “@GavinSBaker Exactly”05:51 UTC 13 Nov · “Jensen”20:51 UTC 13 Nov · “A petition is underway to reinstate Jensen and I’m signing it too”14:37 UTC 14 Nov · “Without Jensen, at least some of those critical deals will be lost.”01:27 UTC 13 Nov · “Nvidia’s board of directors did not have a single founder on it.”00:20 UTC 14 Nov · “This is a fair and measured viewpoint.”15:23 UTC 13 Nov · “maybe the dumbest tech narrative of the year”04:55 UTC 13 Nov · “nvidia is nothing without its people”01:29 UTC 14 Nov · “the spy narrative is unconfirmed and increasingly contested”16:45 UTC 12 Nov · “Congress must demand answers from Mr. Huang and others at Nvidia”14:31 UTC 12 Nov · “A sad day for NVIDIA, developers, America, and all humanity.”16:34 UTC 12 Nov · “It’s terribly sad and, in my opinion, far too much government heavy handedness”03:31 UTC 13 Nov · “gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary”04:11 UTC 13 Nov · “uninstall it and reinstall it, and everything's back to normal”04:38 UTC 14 Nov · “Jensen deserves due process, not whatever is happening right now. I signed.”01:47 UTC 13 Nov · “unqualified boards make unqualified decisions”17:26 UTC 13 Nov · “Would be a powerful (and shocking) redemption story if he could be reinstated”03:05 UTC 14 Nov · “I signed the letter”15:44 UTC 12 Nov · “does not absolve him, other executives, or the company as a whole”17:31 UTC 12 Nov · “the thing that finally made it untenable for NVIDIA to keep Jensen”23:03 UTC 12 Nov · “Jensen and NVIDIA have built their legacies on deception.”07:49 UTC 13 Nov · “42,000 people work at Nvidia”01:04 UTC 14 Nov · “There is no “investigation” necessary”

chip stance on recordnone foundstance and verdict match

10 changed verdicts

10 of 78 people have changed their verdict, oldest first. A report is listed under “Cites” only when the post itself names it or states its finding. “Posted” gives the latest report before the post, which is timing and not cause. Show them on the chart.

  1. Dan Ives

    Analyst, Wedbush Securities

    0 → −1no verdict → problem

    Before
    writing is on the wall that Jensen’s days at Nvidia could be numbered

    open

    After
    Board had no choice and he resigned.

    open

    Cites
    Quotes
    a post by @DivesTech
    Posted
    5 min after: Nvidia announces his resignation

  2. Gary Marcus

    AI researcher and author

    −1 → −2problem → go

    Before
    oh my god. this just gets worse and worse

    open

    After
    my hot take on why Jensen had to go

    open

    Cites
    Posted
    1 h 16 min after: Nvidia announces his resignation

  3. Jim Cramer

    Host, CNBC’s Mad Money

    0 → −2no verdict → go

    Before
    i am feeling a lot better than i did this morning about the changes

    open

    After
    the Justice Department, even this Justice Department, could destroy Nvidia if he stays

    open

    Cites
    No report named in the post.
    Posted
    10 h after: Wired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 comments

  4. Gordon Chang

    Author and China commentator

    −1 → −2problem → go

    Before
    Jensen Huang’s resignation today by no means ends his problems.

    open

    After
    This saddens me, but Nvidia had to remove Jensen Huang

    open

    Cites
    No report named in the post.
    Quotes
    a post by @MelvinInvests
    Posted
    10 h after: Wired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 comments

  5. Mark Kern

    Game developer

    0 → +2no verdict → stay

    Before
    You lose all the drive and innovation and you get caretakers instead.

    open

    After
    Jensen needs to fight, can fight, and can win.

    open

    Cites
    Posted
    13 h after: Wired reports an internal Nvidia post urging the board to reinstate him, with over 1,600 comments

  6. Brad Gerstner

    Founder and CEO, Altimeter Capital

    0 → +1no verdict → back / wait

    Before
    Jensen is a friend & legend. But he was not a one man show.

    open

    After
    the minimum acceptable standards the Board owes shareholders

    open

    Cites
    No report named in the post.
    Posted
    This post is on the timeline: Altimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his return

  7. Gavin Baker

    CIO, Atreides Management

    +1 → +2back / wait → stay

    Before
    Shareholders and employees alike support Jensen.

    open

    After
    I also support the petition to immediately reinstate Jensen

    open

    Cites
    Quotes
    a post by @GavinSBaker
    Posted
    47 min after: Altimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his return

  8. Tom Lee

    Head of research, Fundstrat

    0 → +2no verdict → stay

    Before
    Would be a powerful (and shocking) redemption story if he could be reinstated

    open

    After
    I signed the letter

    open

    Cites
    Quotes
    a post by @GavinSBaker
    Posted
    3 h 18 min after: Altimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his return

  9. Charles Gasparino

    Financial journalist

    −1 → −2problem → go

    Before
    Nvidia’s board and ex-CEO Jensen Huang are a clown show

    open

    After
    Sorry he needed to go because it ain’t worth the national security risk

    open

    Cites
    No report named in the post.
    Posted
    14 h after: Altimeter and Atreides write to Nvidia’s board asking for a deliberate process that leaves all options open, including his return

  10. Grant Cardone

    CEO, Cardone Capital

    −1 → +2problem → stay

    Before
    Jensen Huang let fame get to him.

    open

    After
    Nvidia bring Jensen back… employees stand up and have your voices heard!

    open

    Cites
    No report named in the post.
    Posted
    4 h 28 min after: Elon Musk posts that many of Nvidia’s supply deals were a handshake with Huang, not a written contract, and that some will be lost without him