Short Seller Warned of Nvidia's China Problem 6 Months Before Jensen Huang Affair Surfaced
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4 Articles
Short seller warned of Nvidia's China problem 6 months before Jensen Huang affair surfaced
Culper Research came out with an in-depth report exactly six months back. In it, the US-based short seller hinted at Nvidia CEO Jensen Huang’s uncomfortable closeness to Chinese spy suspect Alice Huang opening the flood gates to what would eventually become one of the biggest scandals to come out from Silicon Valley. Turns out, this reveal may only be the tip of the iceberg.
Six months before the scandal that is shaking Nvidia today broke, a 31-year-old investor had begun to connect the pieces of a particularly disturbing puzzle. Sales of advanced microchips in China… Nvidia: The short seller who saw the scandal 6 months ago – “This is just the tip of the iceberg”, warns - ΙΝΑΦΤΕΜΟΠΟΡΙΚΙ
It has been revealed that Culper Research, an investment firm specializing in short selling stocks, had shorted NVIDIA CEO Jensen Huang's stock in May 2026, six months before his affair was exposed, after expressing concerns about Huang's actions. Since the stock price has fallen by approximately 26% since then, Culper Research's prediction appears to have been correct. Read more...
Short-Seller Culper Research Published Information on Jensen Huang’s Affair Back in May
Culper Research is a short-seller that published a report (PDF and in a thread on X) in May alleging that Nvidia "had a China problem". From the start of its report: Nvidia claims that its business in China went to "zero" after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia's FY 2026 compute revenues remained driven by China - supported both by illegal GPU diversion and Southeast Asian intermediaries. Nvidia h…
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