Altimeter Capital CEO Brad Gerstner publicly urged Nvidia's board to pursue a slow and deliberate leadership transition while preserving the possibility of Jensen Huang's return. Gavin Baker of Atreides Management co-signed the letter, which was shared on X.
As of June 30, the two firms collectively disclosed approximately $2.13 billion in Nvidia holdings. The letter acknowledged interim CEO Colette Kress as capable but stopped short of demanding Huang's immediate reinstatement.
