Why now? The spy suspicion had been on the table for a year, and the stories broke two months after the Hugging Face acquisition.
→ Late 2025: Trump was briefed; no action was taken
→ Sept. 3, 2026: Nvidia acquired Hugging Face for $12.9 billion
→ Oct. 29–Nov. 11: the first report, a leaked classified memo, and a second allegation
I think the real question isn't what Huang did, but why the information is leaking now.
Worst case: if the leaks continue and a congressional subpoena overshadows earnings, $163 won't be the floor; I'm watching.
Do you think the timing is a coincidence?
#Stocks #AI
Watching: $NVDA
→ Late 2025: Trump was briefed; no action was taken
→ Sept. 3, 2026: Nvidia acquired Hugging Face for $12.9 billion
→ Oct. 29–Nov. 11: the first report, a leaked classified memo, and a second allegation
I think the real question isn't what Huang did, but why the information is leaking now.
Worst case: if the leaks continue and a congressional subpoena overshadows earnings, $163 won't be the floor; I'm watching.
Do you think the timing is a coincidence?
#Stocks #AI
Watching: $NVDA
