This Short Seller Flagged Jensen Huang’s Ties to Alice Huang 6 Months Before Nvidia’s Scandal
24/7 Wall St. revisits a May 13, 2026 short report by Culper Research — which stood to profit from a fall in NVIDIA stock — that flagged CEO Jensen Huang as "uncomfortably close" to Megaspeed executive Alice Huang and alleged Chinese demand still drove over 20% of fiscal 2026 compute revenue through illegal diversion. After Huang's November 8 memo admitting infidelity, NVIDIA's board opened an investigation and the stock closed at $178.67, down 4.27%. 24/7 Wall St. judges the business intact but says management must address China exposure and the probe on the November 17 earnings call.
