Coin Bureau|Nov 13, 2026 10:56
This company predicted the Nvidia SCANDAL.
And it’s BIGGER than the affair.
Six months ago, Culper Research said it was SHORT NVDA because Nvidia had a “China problem.”
That was a BOLD call against the world’s LARGEST company by market cap.
Nvidia actually ROSE that day, closing at a record $225.83.
But it turns out they were RIGHT.
Since then, NVDA has fallen over -25%, wiping out $1.5 TRILLION in market value.
And the collapse traces straight back to CHINA, after Jensen Huang’s admitted affair with a suspected Chinese spy.
Here’s what Culper saw BEFORE the scandal broke:
Nvidia said its China business went to “zero” after the April 2025 US export restrictions.
But Culper alleged that 20%+ of Nvidia’s compute revenue was STILL coming from China, just routed through Southeast Asia.
So it FOLLOWED the money.
The trail led to Megaspeed, Nvidia’s largest Southeast Asian chip buyer.
Megaspeed was already under scrutiny over suspected chip smuggling to China.
But Nvidia defended it, saying Megaspeed had “no China shareholders.”
But Culper found that Megaspeed’s balance sheet exploded from $33M to $3B in one year, largely through $2.9B in deposits from an unnamed source.
That raised a bigger question: who was FUNDING it?
Culper traced the money through a chain of shell companies that led back to ALIBABA, the Chinese tech giant.
That money then flowed to Megaspeed’s Malaysian unit, which bought BILLIONS in Nvidia-powered servers.
On paper, those servers were sitting in Malaysian data centers. But a source said Megaspeed installed “dummy servers”, while the real ones were moved elsewhere.
These were allegations. But they challenged Nvidia’s defense.
Then Culper found the human link at the center of it all: Alice Huang, the Chinese national behind Megaspeed.
The same person the US now suspects is an asset of China’s Ministry of State Security, the Chinese equivalent of the CIA.
Culper highlighted her appearances alongside Jensen Huang, describing an “uncomfortably close relationship."
6 months later, everything Culper flagged started COMING TRUE.
In late Oct, the New York Times reported that Jensen and Alice Huang had a “close relationship.”
2 days later, The Wall Street Journal reported that intelligence officials suspected she was a Chinese spy.
On Nov 8, Jensen Huang admitted, “I was unfaithful to my wife.”
Reports then said Alice's ties helped enable ~$7.5B in Nvidia chip sales to China.
On Thursday, Jensen Huang resigned as CEO, President, and Board member, effective immediately.
Jensen is now expected to testify before Congress over Chinese spy allegations.
Will he confirm the “China problem”?
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink