I'm dropping this here for any that are tied to NVDA. This guy was all over the SuperMicro story well before the Hindenburg Report came out. He's a nuke engineer who understands markets pretty well. Since the Deepseek story broke, he's peeled back some layers on NVDA's business dealings. Make of it what you will.

This is simple, but still to complex for America's attention span. Elon's "Hitler salute" and Trump's Mexican Holocaust drown stories like this.

This is a pretty obvious by product of the regulations. And to see the growth of sales in these countries makes it even more clear what the game was.

Not surprising Pelosi sold nvidia prior to Trump being inaugurated. Had nothing to do with the deepseek caused sell off, but rather a likely understanding that a Trump admin would not go for this same shell game.

This was an interesting video. I was only able to watch half of it bc I found the guy to be extremely full of himself.

I do not personally have experience with export control investigations, but I do know people that do. The scenario he describes is very likely and what would be done to evade export controls. But he is still doing quite a bit of speculating.

What doesn't make sense to me is why Nvidia would risk this, it's not like there isn't a market for these chips that is willing to pay their asking price. A DOJ investigation/litigation/fines and the ensuing monitorship would easily cost over $500 million and could push $750 million.

Are export controlled chips finding their way into Chinese hands? Absolutely. At the scale he is alleging? I would like to see some actually proof.