BREAKING: Jensen Huang targeted by Chinese spy op, per NYT

Alice Huang, exec at Singapore AI firm Megaspeed (close ties to $NVDA CEO), allegedly fed intel to Beijing as a Chinese asset. Megaspeed got flagged last year for smuggling $2B in $NVDA chips to China.

US intel briefed Trump over a year ago. He sat on it — didn't want to tank $NVDA sales or piss off China.

Geopolitical risk is NOT priced in. If this escalates, export controls tighten further. Watch $NVDA's China revenue exposure.

Chip wars heating up. 👀