Short seller Culper alleges Nvidia has a 'China problem'; GPU shipment claims under scrutiny
bookwormengr · x · 2026-11-09
Culper Research published a report announcing a short position on Nvidia ($NVDA), claiming the company has a significant China problem. Commentator bookwormengr flagged the key question: GPUs staying in Malaysia with remote access would be within legal bounds, but physically shipping them to China while Nvidia knew would be damning.
- The poster doubts it happened with Jensen Huang's knowledge, pending more evidence
- The most contradictory datapoint so far: China refusing an offer of 2M H200s, which doesn't square with the smuggling narrative
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