Altimeter’s Brad Gerstner and Atreides’ Gavin Baker Urge $NVDA Board to Slow CEO Search, Leave Door Open for...

Two prominent $NVDA investors, Altimeter Capital CEO Brad Gerstner and Atreides Management Managing Partner Gavin Baker, have sent a joint letter urging the chipmaker’s board of directors to take a slow, measured approach to its CEO search and keep the door open for founder Jensen Huang’s potential return.
In the letter shared on X, Gerstner and Baker argued that there are still "more questions about recent events than answers" following Huang’s abrupt resignation on Nov. 12, cautioning that rushing to appoint a permanent successor before all facts emerge would not serve shareholders' interests.
While expressing confidence in interim CEO and longtime CFO Colette Kress and her leadership team to guide $NVDA during the transition, the investors emphasized that Huang’s track record warrants keeping all options—including his reinstatement—on the table while the board completes its review.