This Trader Raised Alarm About Nvidia’s China Entanglements Months Ago
A New York Times article profiles Christian Lamarco, the little-known Culper Research trader whose May 13 report questioned Nvidia's honesty about its China business and warned of Jensen Huang's ties to Megaspeed's Alice Huang. It notes Huang resigned as Nvidia's chief executive after confessing to an affair with her, that the board is investigating, and that shares have fallen 24 percent over six months, while China rejects espionage claims against Huang and Lamarco's firm profits when stocks fall.
