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US officials reportedly believe Jensen Huang had a “romantic relationship” with an alleged Chinese intelligence operative.
Truly wild to see evolution of $NVDA bear case over last 18 months:
• DeepSeek trained a frontier AI model on a microwave
• Hyperscalers are about to cut CapEx (they raised it)
• Custom silicon will kill the GPU (they ordered more GPUs)
• Circular financing is propping up entire AI industry
• Jensen Huang is allegedly in a situationship with China’s Ministry of State Security
Just crazy we’ve officially reached the point where Nvidia bear case has moved from questioning AI demand to questioning Jensen Huang’s dating life 😅