Yuyue
Yuyue|Nov 09, 2026 08:17
Still chasing the Jensen Huang scandal? The reality is far more complex. Today, a group from CT (presumably a research institute) said this matter had been widely circulating since the end of last year, so why is it only coming to light now? The Nvidia cheating scandal reminds me of the Shenghong (a Chinese tech company) TikTok affair and the previous Hynix divorce and cheating scandal. These all share a very similar context— deliberately releasing a seemingly insignificant, old negative news item (and all circulating long ago) during a downtrend, making retail investors believe that these gossip stories affected the stock price, causing the decline. This gives retail investors the confidence to buy at the bottom using event-driven trading strategies. They think: "It's just cheating, as long as the investigation shows Huang wasn't involved in smuggling to China, and his wife doesn't file for divorce, everything will be fine." However, the cycle is undeniably in a downtrend, which will trap all these people. There might be a short-term rebound before Christmas, but the medium-term probability is continued decline. Many people have said that this cheating scandal isn't a secret in the computing power circle, so how could the FBI not know? The timing of this public revelation suggests a complex political and economic maneuvering. Someone needs to take responsibility for the semiconductor stock market crash, effectively ending the current downturn. The Huang Renxun and female spy scandal is like using the legendary concubines Su Daji and Bao Si as justification for dynastic collapses. In reality, this smokescreen is insignificant to the stock price decline, but it satisfies people's voyeuristic desires. Ultimately, its only purpose may be to successfully cover up the final exodus of funds.
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