Short-Seller Culper Research Published Information on Jensen Huang’s Affair Back in May

Daring Fireball
By John GruberNov 9, 2026, 3:57 pm230 ptsTrending
Culper Research is a short-seller that published a report (PDF and in a thread on X) in May alleging that Nvidia “had a China problem”. From the start of its report: Nvidia claims that its business in China went to “zero” after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of…

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