Jensen Huang Watch posted an update
Culper Research raised concerns about Nvidia’s China exposure and Jensen Huang’s relationship with an executive at a major chip buyer six months before recent reports of possible intelligence links, Hedgeweek reports, citing the Australian Financial Review.
Why it mattersThe New York-based short seller published a 40-page report on 13 May, according to Hedgeweek. The report’s earlier warning is relevant context, not evidence that espionage occurred or that Nvidia secrets were compromised.
Discuss: Should investors give more weight to an earlier warning from a short seller when later events bring the same risks back into focus, or does that risk making hindsight look like foresight?
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