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Posted on 11/11/2026 11:15:54 AM PST by E. Pluribus Unum
For six months, no one really noticed Culper Research’s report. All that changed this week.
When Christian Lamarco decided to start his own short-selling firm, he named it in honor of the spies who gathered intelligence for George Washington during the Revolutionary War.
He had watched a television show about the Culper ring, which secretly tracked the movements of British forces almost 250 years ago, and he couldn’t help but see the similarities between his shorting and their spycraft.
Now he’s caught up in his own story involving national security, the president of the United States and spectacular allegations of modern espionage.
Six months ago, Culper Research published a report outlining its case against Nvidia NVDA 4.27%increase; green up pointing triangle, which had become the most valuable company in the world by making the chips that power the global AI economy.
His investigation raised questions about Nvidia’s business in China and what he called an “uncomfortably close” relationship between CEO Jensen Huang and a woman named Alice Huang, who was an executive at one of the company’s major business partners in Southeast Asia. The 40-page report summarized the firm’s short position in a simple thesis.
“This is not a bet against AI,” Culper wrote. “We are short Nvidia for one reason: the company has a significant China problem.”
At first, nobody paid much attention to the 31-year-old short seller whose research typically focused on companies most people have never heard of. The day his report about one of the most important companies on the planet was published, Jensen Huang touched down in Beijing aboard Air Force One on a state trip with President Trump. The next day, Nvidia’s stock hit a record high.
“Sometimes, people care about what you have to say. Sometimes, they don’t,” Lamarco...
(Excerpt) Read more at wsj.com ...
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"He had watched a television show about the Culper ring, which secretly tracked the movements of British forces almost 250 years ago, and he couldn’t help but see the similarities between his shorting and their spycraft. "
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A lot of people online are trying to blow this scandal off like it's just an affair, but there's more to it than that.
Jensen either bypassed a trade embargo, or had relations with a spy, or possibly both.
This thing isn't going to go away overnight.
But if you ignore the usual Hollywood drama stuff, I like the show's portrayal of the 18th century spy work and what it meant to our freedom. I like how they worked the Turtle into the show (probably not driven by Brewster, but I liked it anyway).
IMHO even if Jensen didn’t give secret info to his Chinese side piece, China won by the result of the bad PR now put onto its American chip competitor.
My friend, who is pretty knowledgeable about things posted this in our chat. Just his speculation...
Jensen Huang thought he could play off Trump for China chip sales. Instead, Trump played him. Checkmate. Now Trump will offer Jensen Huang a deal. Face federal espionage charges and be removed from Nvidia and ruined in disgrace - or cooperate with us by accepting and advocating our AI chip ban on China and we will let you continue leading Nvidia, stay out prison, and save your legacy. As Tom Hagen said to Frankie “Four Angels” Pantangeles in Godfather: “It’s a good deal, you should take it.”
Jensen knew about and profited from his dalliance with a Chinese spy. He should be prosecuted in the USA for espionage and violating the Chinese chip embargo.
Even that suggestion by Trump would be all it takes for Huang to have any criminal conviction tossed for multiple legal and Constitutional provisions.
The Constitution protects even Jensen Huang from the government, which currently includes Trump and his Administration.
So basically, he shorted them, and then inflamed the CEO’s relationship with a woman in his company. Typical parasite.
Is the name Huang really common in China? Both have the same last name. The CEO of Nvidia and his side piece.
As Founder and CEO, what kind of information could he have reasonably shared with his honeypot spy?
It's not like he shared trade secrets like circuit designs or manufacturing processes. The only thing he would have realistically shared were his schedule, products in development at a high level, product launch dates, alliances with other companies, etc.
I'm not dismissing this as unimportant, but when national security is being tossed about, I'd like to get a better understanding of what he could have divulged that truly impacted national security?
-PJ
The troll with contrary thoughts on this. Color me shocked.
Did he bypass a trade embargo? How? At worst, it seems that he arranged to sell chips to a Megaspeed affiliate, when neither Megaspeed nor the affiliate were on a US block list. Same with Aivres / Inspur and Speedmatrix. I mean, arranging to sell chips to willing legal customers is the ultimate goal of the job for EVERYONE in the microchip industry. Not a crime or even a known infraction.
Beyond that, Nvidia apparently put megaspeed on it’s own internal block list in June 2025. So Nvidia, far from bypassing a trade embargo, instituted it’s own trade embargo.
As for having sex with someone alleged to be a spy: how is that an established problem? There’s no indication yet that Jason Huang shared confidential information with Alice Huang. Even if Alice Huang was secretly a spy ... a BIG if ... how does that make having sex with her into a crime?
I guess that’s one way to reduce the number of people willing to get involved with spying: declare that anyone having sex with a possible secret spy is guilty of a crime under US law. Seems kind of an unreasonable standard, but it’s the standard that would have had to have been met, ex ante, for Jason Huang to be in legal jeopardy for having sex with Alice Huang. Especially unreasonable in this case since there’s not only no indication that Jason Huang knew that Alice Huang was a spy, but not even any indication that she was a spy at all.
As an aside: Jason Huang couldn’t violate US Government intelligence protocols related to classified information, as he reportedly never had a US Government security clearance in the first place.
So: all we have is that a rich tech genius had sex with another rich techie who was not his spouse. Ultimately, from everything known so far, this was just an affair.
All that said: the outcry about this affair has worked out amazingly well for the Chinese, particularly Chinese competitors of Nvidia. It’s hard to see how this could have gone better for them. Their main rival has been at least slightly hamstrung, and huge parts of the USA public, government, and business sectors have demonstrated themselves eager to damage a man as much as possible for having an affair. To the detriment, in this case, even of the US economy and technological leadership. People worldwide have got to be taking notes for future use against the United States.
“Turn” is just more of endless stream of Hollywood Security theater propaganda.
9/11 hits and we get Jack Bauer and “24”...(If you only knew how the danger is EVERYWHERE and what we are doing for you behind the scenes)
Then we get Wikileaks in 2010, and 2012 Assange gets trapped in the Ecuadoran Embassy in London. Then Snowden told the truth about NSA lying about illegal domestic spying in 2013 and had to flee for his life. Then we get the Kiev coup in 2014, and Obama and his spy games in the 2016 election.
They need to mend their skeezy reputation and hit back with a lot of spies saving America and explaining that we would all be doomed without overworked heroic spies, watching everything in America.
So we get “The Russians” 2016 6 seasons...
Turn 2014 6 seasons...
Pine Gap 2018 1 season...
FBI 2018 6 seasons...
CIA 2026 one Season...
Seal Team 2017 7 seasons...
Homeland 2011 8 seasons...
SWAT 2017 8 seasons....
Lioness 2023.. 3 seasons...
It’s a waterfall of TV shows about naive Americans in a hideously dangerous world, being saved by roided out unappreciated warriors and hardened no-nonsense women each day. If we ONLY knew lol... if we only knew....
I won’t be surprised if we see a few more shows soon;
“The Island”, where our valiant spies use a sex island to trap the worst of the worst. And our government has stay quiet and take the humiliation when it’s exposed, because they know they are actually saving the world from Marvin the Martian and his space modulator.
Or Maybe “Flock”. Where every week, the tech bros and their camera net uses AI and finds all the milk carton kids, people with expired plates, people using trips over state lines to buy weed and to solve kidnappings.
Or “AI”, a combo Medical drama where AI figures out your cancer, turns your home air conditioning off and on, and warns innocent wives with body counts of 167 about the predator past of their evil white male husbands. And the AI has a daily adventure keeping America properly surveilled!
Or maybe “Printing!” where we see how an orgy of trillions in deficit spending makes life better for everyone.
Propaganda is cool...
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