Via their Xitter feed:
2) $NVDA claims its China business went to "zero" after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia's FY 2026 compute revenues remained driven by China via illegal GPU diversion and Southeast Asian intermediaries. https://t.co/JrilMYRShF
— Culper (@CulperResearch) May 13, 2026
4) Megaspeed's balance sheet exploded from $33M at year-end 2023 to $3.0B at year-end 2024, driven almost entirely by $2.9B in "refundable deposits received" from an un-named source. The same $2.9B was forwarded to subsidiaries like Speedmatrix. $NVDA
....MUCH MORE (Thread Reader)
