‘Nvidia Has a Significant China Problem’: Short Seller Flagged Jensen Huang's Alleged Spy Links Months Before Probe
- Christian Lamarco’s Culper Research published a 40-page report questioning Nvidia’s China business and describing an “uncomfortably close relationship” between Jensen Huang and Alice Huang.
- The report initially received little attention but resurfaced after Jensen Huang acknowledged an affair with Alice Huang, whom U.S. intelligence agencies accused of being a Chinese spy.
- Nvidia shares fell about 10% over two trading sessions after Huang’s disclosure and about 24% over six months.
- Lamarco said investors initially mocked the report but later praised it, while warning that it should not be viewed as a prediction that Nvidia will collapse.
11 Articles
11 Articles
Half a year ago, 31-year-old Christian Lamarco described the "China problem" of Nvidia – and warned of a woman who is under suspicion of espionage today.
Nvidia stock crash: Short seller flagged Jensen Huang’s close ties to Alice Huang months before CEO’s resignation
A May report by short seller Culper Research questioned Nvidia CEO Jensen Huang’s ties to Megaspeed executive Alice Huang and raised concerns about Nvidia’s China-linked supply chain.
In May, a trader was already pointing a finger at Nvidia's boss's proximity to a Singaporean customer's leader, Alice Huang. At the time, Wall Street did not pay attention to it.
‘Nvidia has a significant China problem’: Short seller flagged Jensen Huang's alleged spy links months before probe
Nvidia shares have fallen about 25% since Culper Research published allegations involving Jensen Huang, Alice Huang and possible AI-chip diversion to China.
This Short-Seller Had Bet Against Jensen Huang And Nvidia 6 Months Ago. No One Listened
But almost no one noticed the Culper Research report when it was published in May. But six months later, Alice Huang's closeness with the Nvidia boss and the significance of the AI chipmaker's China problem are no longer confined to a short seller's research.
The Straits Times
BizTocThis trader raised alarm about Nvidia’s China entanglements months ago
Nvidia short seller Christian Lamarco raised concerns over the chipmaker’s China ties and Jensen Huang’s relationship with Alice Huang. Read more at straitstimes.com.
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