ToddRP 🇺🇸🗽🦅

Something is very suspicious about the timing of Jensen Huang’s resignation from Nvidia. Why did it take so long for his affair with an alleged Chinese spy to gain traction? Six months ago, a tiny Brooklyn short-selling shop called Culper Research published a 40-page report laying out the China angle. With zero Wall Street connections, it tracked chips flowing through Singapore and Malaysia to Megaspeed and printed photos of Jensen and Alice together. But nobody cared. Nvidia’s stock went up. Even crazier, our own government has known about this since 2025 and Marco Rubio’s office circulated a classified spy memo this spring. Then suddenly, right on top of the midterms, the story finally became mainstream. The New York Times dropped it on October 29, forcing Jensen to admit to an affair on November 8. Only then did Nvidia’s board open an investigation. Then yesterday, the Times struck again with a second affair report involving Nvidia’s VP of healthcare, accelerating the board’s push to oust him right before today’s resignation. Meanwhile, short sellers had already loaded up on protection for over a week before the stock crashed. And this is all conveniently coming up the week Anthropic is launching its massive IPO roadshow. Anthropic and OpenAI make their money keeping AI locked down in centralized, closed models you have to rent by the minute. Meanwhile, Jensen Huang was a loud champion for open-source AI, building the chips so everyday people could run AI on their own computers. And of course, the Democrats just took power in Congress and many states. And they’re not exactly friendly to AI expansion. So once again: why is all of this happening right now?