Nvidia board urged to consider 'potential return of Jensen Huang' by two major investors

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Two major Nvidia shareholders are calling on the board of directors to weigh all options for the company's future leadership, including "the potential return of Jensen Huang." Altimeter Capital CEO Brad Gerstner posted a letter on X on Friday that urges Nvidia's board to "pursue a slow, measured, and deliberate process regarding the future leadership of Nvidia." The letter is also signed by Atreides Management's Gavin Baker. Nvidia was Altimeter Capital's largest disclosed equity holding in its most recent SEC filing , with a 9.4 million-share stake worth nearly $1.9 billion as of June 30. Atreides held 1.2 million shares worth nearly $250 million at the end of June.