Kobeissi Letter flags second Huang affair claim, sees 90% odds of Nvidia exit
The Kobeissi Letter says the New York Times just reported a second affair allegation involving Nvidia CEO Jensen Huang. The account says that if Huang doesn't deny it, it's revising its outlook to a more than 90% chance he's removed as CEO, and that the market is already pricing in his exit.
- Original source: X account @KobeissiLetter.
- The source published it on Nov 11, 2026 at 10:45 PM.
- No second outlet has reported it yet. Treat it as a single-source claim.
- It comes from X posts, not a news outlet.
The Kobeissi Letter says the New York Times reported a second affair allegation involving Nvidia CEO Jensen Huang just before the account posted. It framed the story as one question: will Huang deny the allegations?
If he doesn't, Kobeissi says it is revising its outlook to a near-certain likelihood — above 90% — that Huang is removed from his role as Nvidia's chief executive. The account called that a material shift in the backdrop for what it describes as the most important component of the AI Revolution.
Kobeissi added that the market is now pricing in Huang's exit. The post included no response from Huang, Nvidia or the New York Times, and the affair claim itself has not been independently confirmed.
TopicsJensen Huang · Nvidia · New York Times · Kobeissi Letter · X
Source: x.com
Written by Paparazzi with AI. Not financial advice.
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