Culper Research is not a company that randomly seeks to profit from others' misfortunes; although it is considered one of the top short-selling firms, it is not a nameless entity and has indeed had several successful cases that triggered regulatory and corporate governance issues.

Of course, I am not saying that Culper's short position on $NVDA will definitely be successful; rather, I believe the probability of short-term success is not high, given the current popularity of AI. However, this does not mean we can ignore the content released by Culper.

Successful cases:

In 2019, Culper published a report questioning ProPetro's executive benefits, related-party transactions, and internal control issues. After the report was released, the stock price temporarily dropped by about 10%. In 2021, the SEC formally charged ProPetro and former CEO Dale Redman for not properly disclosing issues related to executive benefits and stock pledging.

Culper questioned CytoDyn's drug promotion and management narrative. Later, in 2022, the SEC charged its former CEO Nader Pourhassan with fraud and insider trading. In 2024, the DOJ announced the conviction of related personnel, and in 2026, Pourhassan was sentenced to prison and ordered to pay restitution and forfeiture of funds.

Culper accused Blink of overstating the scale of its EV charging network; following the release of the report, Blink's stock price saw a sharp decline, with Business Insider noting that Blink's stock dropped by as much as about 37% after consecutive short-selling reports.

In 2024, Culper published a report questioning Zeta's data sources, revenue quality, and so-called consent farms. On that day, Zeta's stock price fell from $28.22 to $17.76, a decline of about 37%.

So, while Culper may not be able to drive Nvidia's stock down in the short term, if it does indeed trigger an investigation in the United States, it could potentially raise doubts about Nvidia's performance growth expectations for a certain period of time.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。