Elite Intuition

BREAKING: Nvidia has reportedly contacted TSMC to wind down their chip orders. $NVDA

I have a major result to share. I’ve found conclusive forensic evidence that the top 4 Chinese AI labs—DeepSeek, Moonshot, MiniMax and Ant Group—have built their newest models on NVIDIA’s most advanced Blackwell chips, which are barred from export to China. This sounds insane, but I discovered that almost every AI model carries a hidden signature of the GPU that trained it. When a model is first set up, the starting values of its weights are laid out in a pattern that depends on the exact GPU. Each combination of GPU and seed number produces a unique pattern—a sort of fingerprint of the hardware used to create the model. Traces of that pattern survive training into the published model. Again, this evidence isn’t based on any insider information or leaking. It’s based on a forensic analysis of the model weights released by the companies themselves. I searched more than six trillion combinations of chip layout and seed number and matched them to open-weights models. In doing so, I found conclusive evidence that six Chinese AI models—including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3—were initialized on NVIDIA Blackwell systems. Four of the models match Grace Blackwell, the GB200 and GB300 parts in NVIDIA’s flagship liquid-cooled rack-scale systems. I then verified these results on real hardware. Running unmodified PyTorch with the seeds I’d recovered, a Blackwell B300 reproduced DeepSeek-V4-Flash’s untouched starting weights bit for bit, and a rented GB200 reproduced Kimi K3’s to a correlation of 0.999995. A Hopper H100 reproduced none of DeepSeek-V4-Flash’s, and changing the seed by one broke the match. (DeepSeek’s seed is 953049583 by the way.) The method also was verified to match 24 known open-weights models to the hardware that developers said they used. It is exceedingly unlikely that these results are a coincidence. Across six trillion combinations, the best accidental match should reach only about 8 sigma (i.e., eight standard deviations above what random chance would produce). The real matches range from 49 to 1,385 sigma, and even the weakest single test hits 20. These were data-center-scale training runs. With some analysis of release schedules and model details, I estimate that the largest, Kimi K3 and DeepSeek-V4-Pro, used 2,000 to 3,000 Blackwell GPUs each. Clusters of this size cost on the order of $150 to $200 million each to buy, and across these labs alone would add up to more than half a billion dollars of export-controlled GPUs, not counting experimental compute or otherwise. It’s quite likely that we see multi-billion dollar expenditure on export-controlled GPUs. I am highly confident in this result, and it has been independently verified by senior researchers at OpenAI and Anthropic. You can read the full report at unemploymentlabs.com/checkpo…. There is much more I’ve identified about these models through other forms of checkpoint forensics like this, and will have more to share soon.

It's crazy how Jensen and four or five private equity paypigs went on CNBC and were allowed to lie about an entirely imaginary $500bn deal, and that everyone reported on it like it existed. Truly one of the greatest scam artists of our generation

Bombshell story. The spy narrative is collapsing already. Is there clear & convincing evidence that Alice Huang was a Chinese spy? - AG says no. (“no conclusions reached”). - CIA says no. (“not yet convinced”). - DNI says no (“not entirely accurate and over-torqued”). - Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed. Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.” This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”? At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why? An investigation should be opened.

🚨 THIS IS NOT NORMAL, HISTORY IS REPEATING!! Jensen Huang just RESIGNED from NVIDIA after 33 YEARS. And the similarities with Apple's history are TERRIFYING. Look at this: → 1985: Steve Jobs was FORCED OUT of Apple. → $AAPL crashed 77%. Now look at NVIDIA: → 2026: Jensen Huang LEAVES after 33 years. → $NVDA has ALREADY crashed 35% from its highs. But here's what everyone is MISSING: In 2000, the internet was supposed to change EVERYTHING. And it did. Yet the Dot-Com bubble still wiped out TRILLIONS. Today, AI is following a dangerously similar narrative. Massive valuations. Endless hype. Investors convinced the rally will NEVER end. And now the man who BUILT NVIDIA is GONE. I'm not saying another 75% collapse is guaranteed. But the AI revolution being REAL doesn't mean AI stocks can't CRASH. Same warning signs. Different technology. SAVE THIS CHART. YOU MAY NEED IT SOON. Keep in mind: I’ve spent 12+ years studying the markets and have called every major top and bottom. My next call will be posted here first. Follow and turn on notifications.

😳😳 I am afraid this man is absolutely right and there is a huge problem coming our way. 😱

Did NVIDIA CEO Jensen Huang Self-Destruct, or was he SET UP? Whoever ultimately CONTROLS NVIDIA… CONTROLS ALL. Just DAYS after Democrats WON, this BOMBSHELL DROPS. 🤔 Are Democrats looking to SEIZE the A.I. CHIP MARKET?

JUST IN: $NVDA rebounds 10% as Fidelity reports 83% of Nvidia orders are buys

$NVDA is now literally a criminal enterprise trading at 4Trillion valuation on inflated earnings I'm good, no thank you