Culper Research goes short Nvidia, citing a significant China problem
GaryMarcus · x · 2026-11-10
Short-seller Culper Research announced a short position in Nvidia ($NVDA), arguing the company has a significant China problem, with the full report and disclosures on its website. Ed Zitron noted that outside Bloomberg/NYT, mainstream media largely ignored the story—an industry-wide reporting failure—adding that Culper did exhaustive work back in May, including reporting on the Alibaba loan. Gary Marcus amplified the thread.
Related event: Culper Shorts NVIDIA, Alleging China Exposure and Disclosure Issues(4 posts)→
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