Jensen Huang’s affair + AI stocks plunge—is it really just a coincidence?
Let’s lay out the timeline.
5/13 Culper Research called out their close relationship and shorted the stock
10/29 The New York Times first reported intelligence concerns
11/3 Democrats won big in the midterm elections
11/5 Nvidia plunged 9% in a single day (heavy selling across AI stocks)
11/7 The FT upgraded the story to a romantic relationship
11/8 Jensen Huang admitted to an affair; the board launched an investigation
SoftBank sold off its entire stake in October, and hedge funds aggressively sold tech stocks last week.
Is the market just spooked, or did someone know ahead of time, position themselves first, and then leak the news?
If this was premeditated, the goal may not have been just to hit Nvidia, but to undermine the entire AI capital expenditure narrative.
What do you think?
#NVDA
#黄仁勋因婚外情致歉，英伟达启动独立调查
#AI
$NVDAB
Let’s lay out the timeline.
5/13 Culper Research called out their close relationship and shorted the stock
10/29 The New York Times first reported intelligence concerns
11/3 Democrats won big in the midterm elections
11/5 Nvidia plunged 9% in a single day (heavy selling across AI stocks)
11/7 The FT upgraded the story to a romantic relationship
11/8 Jensen Huang admitted to an affair; the board launched an investigation
SoftBank sold off its entire stake in October, and hedge funds aggressively sold tech stocks last week.
Is the market just spooked, or did someone know ahead of time, position themselves first, and then leak the news?
If this was premeditated, the goal may not have been just to hit Nvidia, but to undermine the entire AI capital expenditure narrative.
What do you think?
#NVDA
#黄仁勋因婚外情致歉，英伟达启动独立调查
#AI
$NVDAB
