Harold J. Duarte-Bernhardt retweeted
There were signs (and signings)...
Breaking News: Secretary of State Marco Rubio had warned Trump officials that Nvidia’s CEO, Jensen Huang, was entangled with a Chinese spy, multiple people briefed on the matter said. nyti.ms/3WxpvPd
Jensen Huang of all people is way too smart to fall for a slutty 20-something 10.
You need to use a 40-something 6 for actual subterfuge.
Harold J. Duarte-Bernhardt retweeted
The best nerds are the ones who DON'T wear leather jackets and sign boobs.
Harold J. Duarte-Bernhardt retweeted
黄仁勋承认出轨的那个女人,所在的新加坡公司两年买了 48 亿美元的英伟达芯片,美国商务部还在查它有没有把芯片倒腾进中国🥲
这家公司叫 Megaspeed,做算力机房的,她叫 Alice Huang,是公司高管,跟老黄不是亲戚。
纽约时报写,她以前在国内当过电视台记者,美国官员认为她被中国国安部招募了。
我把英伟达官网挂出来的那封员工信从头看了一遍,老黄认了出轨,说没有任何借口,信里没写她的名字,也没提中国。
最后倒是写了一句,他为自己是美国人感到骄傲和感激。
董事会同一天发声明,独立董事带着外部律师查,说目前没理由相信国家安全和公司机密泄露了。
纽约时报也写了,商务部开查以后,英伟达还在接着卖芯片给 Megaspeed。
Harold J. Duarte-Bernhardt retweeted
JUST IN: NVIDIA CEO Admits Affair Amid Alleged Chinese Espionage Scandal
NVIDIA CEO Jensen Huang has publicly admitted to being unfaithful to his wife following reports that he had a relationship with a woman suspected of working for Chinese intelligence.
The woman, identified as Alice Huang, is a former executive at Singapore-based technology company Megaspeed. According to reports citing U.S. intelligence, she was allegedly recruited by China's intelligence services to gather information about NVIDIA and potentially influence decisions involving advanced American AI chips being sold to China.
In a letter to employees released Sunday, Huang apologized to his wife, family, and colleagues, stating, "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
NVIDIA has now launched an independent investigation into the suspected foreign intelligence operation. The company says it has no reason to believe sensitive information or national security secrets were compromised.
Meanwhile, three Republican congressional committee chairmen have requested that Huang appear for a closed-door briefing on November 18 to address concerns about possible Chinese espionage.
Huang remains NVIDIA's CEO as the investigation moves forward.
SOS 🚨 Nvidia CEO Jensen Huang has admitted to an affair, just two days after the Financial Times reported that US intelligence believes the woman involved was working as a spy for China.
Jensen addressed it head-on in a message to employees on Sunday: "I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry."
The woman is Alice Huang, an executive at Megaspeed, a Singapore company that buys Nvidia chips. According to a US government memo, intelligence officials believe she was recruited by China's spy agency.
That's a sharp turn from Nvidia's first response, when the company called their contact "nothing unusual or unexpected" for a customer relationship.
Now the board is stepping in with an independent investigation, led by independent directors and outside lawyers. They say there's no sign any national security or company secrets were leaked, but they're going to look at everything.
Jensen says he'll cooperate fully: "My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to Nvidia and will work to earn back your confidence."
Owning it this directly is the right first step, and the investigation is where the real answers will come from.
Jensen Huang runs a company worth nearly $4.5 trillion. At 63, he just wrote to his staff: "I was unfaithful to my wife."
He and Lori met at Oregon State as engineering students. He was 17, she was 19.
His opening line was "do you want to see my homework?" He promised her straight A's if they studied together every Sunday, and told her he'd be a CEO by 30.
They married about five years later. In 1993, at 30, he co-founded Nvidia.
On Oct. 29, the NYT reported that US officials believe Alice Huang, an executive at Megaspeed, a Singapore-based Nvidia customer, is a Chinese intelligence asset.
Jensen told Bloomberg the same day: "Our relationship, our interactions, have been related to Megaspeed, and it was all completely normal and not unusual."
On Nov. 6, the FT wrote that the US government believed the two had a romantic relationship. None of it has been proven, and she hasn't responded to reporters.
Two days later came the memo. "My actions hurt her and our children. There is no excuse for what I did."
Alice Huang's name doesn't appear in it.
He's still CEO, and the board has opened an independent investigation.
Should he stay on as CEO?
Harold J. Duarte-Bernhardt retweeted
Culper called it
Replying to @CulperResearch
9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.
Harold J. Duarte-Bernhardt retweeted
Nvidia is the one firm nobody dares cross.
Not the labs.
Not Big Tech.
Not Washington.
Then a months-old memo leaks.
After the midterms.
Ask who benefits.
Breaking news from @ianmking: Nvidia CEO Jensen Huang admits to extramarital affair and the company board is now investigating him being targeted by a Chinese espionage plot. He remains CEO for now. bloomberg.com/news/articles/…
Harold J. Duarte-Bernhardt retweeted
Alice Huang,中文名为“黄乐”(Huang Le),是一名中国籍商界人士,曾在媒体、金融和AI芯片行业工作。
她的背景比一般的商业高管复杂得多。
一、Alice Huang 的个人背景
媒体行业:曾在湖南卫视和中国中央电视台(CCTV)担任记者。
国际金融行业:曾在汇丰银行(HSBC)工作。
中国证券行业:曾任职于中信证券(CITIC Securities)。
投资行业:曾担任上海和熙投资管理公司的高管。
AI芯片行业:后来进入新加坡公司 Megaspeed,担任高级管理职务。
有意思的是《纽约邮报》表示无法独立核实她在电视媒体工作的经历,相关银行也没有确认其任职情况。
二、她所在的 Megaspeed 是什么公司?
Megaspeed 是一家总部位于新加坡的AI云计算及数据中心企业,也是英伟达的客户。这家公司有几个值得注意的地方。
① 采购规模巨大
据报道,其马来西亚关联企业购买了至少48亿美元的英伟达设备。
② 涉及约13.6万颗GPU
媒体报道该公司进口了约136,000颗GPU,但有关芯片最终流向的问题引起了美国监管机构注意。
③ 美国怀疑存在对华转运
美国调查人员怀疑,该公司可能帮助中国企业绕过美国先进AI芯片出口限制。
不过,采购规模、芯片流向异常和违法转运是不同层次的问题。公开报道尚不能证明这些芯片已经被非法转运到中国。
三、她如何接近黄仁勋?
Alice Huang 利用Megaspeed高管的身份,在亚洲商业活动中接触黄仁勋。两人曾多次参加商业聚会并被拍到同框。
有一次,她在聚会上向其他人表示,自己可以把黄仁勋请来。随后黄仁勋出现,并与在场人士喝威士忌。
英伟达此前解释,黄仁勋与亚洲客户高管见面属于正常商务活动。
但11月8日,黄仁勋承认婚外情,使外界对两人关系的认识发生了重大变化。
四、为什么美国情报机构怀疑她是间谍?
根据11月6日至7日《纽约时报》和《金融时报》的报道,美国情报备忘录声称:
Alice Huang 被中国国家安全部招募,目标包括:获取英伟达下一代AI芯片相关信息。了解英伟达的商业及技术战略。通过黄仁勋间接影响美国政府,争取放宽先进芯片对华出口限制。
美国方面据报曾对她进行大约一年的监视。此外,《华尔街日报》报道,美国、新加坡和台湾的情报部门均曾对她存在疑虑。这些是情报指控,不是经过法院认定的事实。中国政府否认相关间谍指控。
五、她现在在哪里?是否被逮捕?
截至2026年11月8日:据报道,她2025年曾受到新加坡有关部门询问,随后获释,没有被起诉。她的名字后来从Megaspeed部分公司文件中消失。目前没有可靠公开信息能够确认她的具体所在地。未发现她因这起间谍指控而被正式刑事起诉的可靠报道。
六、我认为最值得关注的三个问题
第一,她究竟如何从媒体、金融行业进入一家采购数十亿美元英伟达GPU的企业?
这段职业转型本身不能证明任何问题,但值得进一步调查其任职时间、实际职责与商业关系。
第二,她与黄仁勋的关系始于何时?
这可能是整起事件最关键的时间线。
如果两人的私人关系与美国政府调整对华芯片出口政策的时间重叠,调查人员很可能重点审查是否存在不当影响。但时间重叠本身不能证明政策受到操纵。
第三,黄仁勋是否知道美国情报部门对她的怀疑?
目前没有公开证据证明黄仁勋事先知道她涉嫌情报活动。如果他不知道,可能主要涉及个人判断和安全防范问题。如果有证据表明他明知存在情报风险却隐瞒重要情况,性质就可能完全不同。
这件事最大的看点,不是黄仁勋的婚外情,而是一个曾涉足媒体、金融和芯片贸易的商界人士,如何与全球最重要的AI芯片公司CEO建立密切关系?
夹克黄会辞职吗?辞职是必然的。
我的判断:黄仁勋短期内辞职的可能性较低,独立调查结果将非常关键。①有问题,立即辞职。②沒问题,会在半年至一年内辞职。
刚刚核实了英伟达今天(11月8日)下午3点发布的董事会官方声明。
一、董事会目前明确支持黄仁勋
声明中有一句非常关键的话:
“The Board has confidence in Jensen and his leadership team.”
意思是:董事会对黄仁勋及其领导团队保持信心。
同时,英伟达表示:已启动独立调查,由独立董事和外部律师负责。目前没有理由认为公司机密或美国国家安全受到损害。黄仁勋将全面配合调查。
Axios 还报道,黄仁勋计划继续担任CEO,不中断工作。
二、我认为有2种可能
① 最可能:如果调查没有发现机密泄露或违法行为,那么婚外情本身不太可能导致黄仁勋立即失去CEO职位。但在半年至一年过渡后辞职。
黄仁勋是英伟达创始人,也是公司技术战略和投资者信心的重要支柱。nvda将长期低迷。
② 最严重:立即辞职或被迫离职
如果出现以下证据,局势可能迅速恶化:黄仁勋明知对方存在情报风险,却继续提供敏感信息或保持关系。英伟达商业机密被泄露。他向董事会或美国政府隐瞒重要事实:国会调查发现涉及国家安全的重大问题。
三、真正的风险在美国政府
我认为,比婚外情更危险的是美国国会已经介入调查。11月5日,三名众议院共和党委员会主席要求黄仁勋就相关问题向国会作出说明。
一旦事件涉及外国情报活动,美国政府的压力可能超过英伟达董事会自身的压力。
四、对NVDA股价的影响
至少-5%开盘。要去150找底部,黄辞职将是底部时间点。
NVIDIA scandal developing:
Jensen Huang is definitely not having a great week.
The NVIDIA CEO is linked to a honeypot spy whose bra he literally signed like a frat bro.
The spy was recruited by the Chinese version of the CIA.
Was she successful in her mission?
Based on the billions of advanced AI chips secured by the Singapore company she fronted for, that would be a resounding yes.
Now the top five AI companies are all Chinese at 85-95% lower cost than OpenAI, Anthropic, or xAI, with immeasurable impact from a competitive and national security risk analysis.
Separately, the NYT highlights a vacant Chinese warehouse full of NVIDIA chips approved by Lutnick’s Commerce Dept.
Will there be any accountability?
🚨NVIDIA CEO Jensen Huang Honeypot Spy Scandal 🕵️
Update: U.S. Intelligence believes NVIDIA CEO Jensen Huang and Chinese spy Alice Huang were joined at the hip in a not particularly intelligent romantic relationship while his lover bought billions of NVIDIA advanced AI chips for China via her Singapore-based company in violation of export control laws.
Maximum criminal penalty is 20 years in prison and $1M per violation.
Huang has been summoned to appear before
Congress in closed-door sessions on 11/18 to address this bombshell disclosure to national security.
Harold J. Duarte-Bernhardt retweeted
🇰🇷 NVIDIA WATCH: Madison Huang, Nvidia’s senior director of Omniverse and robotics marketing and CEO Jensen Huang’s eldest daughter, cancelled her Korea trip a day before arrival. $NVDA
📋 What’s confirmed:
▪️ She was due to attend NVIDIA AI Day Seoul at COEX on Nov 9–10
▪️ She was also expected to meet South Korean government officials
▪️ Sources cite “family issues,” with no details
▪️ The event proceeds as scheduled 📅
🏛️ Separate story, same week: three US House committee chairmen have asked Nvidia for a closed-door briefing on Nov 18 about safeguards against espionage by foreign adversaries, and want a reply by Nov 11. The letter was made public Thursday.
⚖️ Important: reports say no evidence has been presented tying the cancellation to the allegations. Some commentators speculate. I won’t. Family matters deserve privacy, and allegations aren’t findings. 🙏
📉 Why markets may care:
▪️ $NVDA fell about 9% on Thursday, then bounced Friday. Fragile sentiment makes headlines hit harder
▪️ Nvidia’s China and export-control exposure is already a live debate
▪️ Korea is core to the AI supply chain: SK hynix and Samsung supply the HBM memory behind Nvidia’s accelerators 🇰🇷
▪️ Government relations in Seoul matter for AI infrastructure deals
🔍 Dates to watch:
1️⃣ Nov 9–10: AI Day Seoul, for tone and announcements
2️⃣ Nov 11: lawmakers’ reply deadline
3️⃣ Nov 18: requested closed-door briefing
4️⃣ Any Nvidia statement on the safeguards
🧠 My take: a cancelled trip is a data point, not a thesis. Nvidia’s fundamentals (earnings, data center demand, Rubin ramp) matter far more than a headline. But in a market this fragile, headline risk is real, so I’d rather wait than react. 🧊
I keep 40–50% in cash, stage entries in tranches, and let time work for you. 🧘⏳
How much does headline risk matter to you for $NVDA? 👇
@nvidia @YonhapNews
Not financial advice. Do your own research.
Harold J. Duarte-Bernhardt retweeted
Jensen a few days ago: "Our relationship, our interactions are all related to Megaspeed. Everything is completely normal, with nothing unusual."
Jensen now:
Harold J. Duarte-Bernhardt retweeted
The last thing Jensen Huang saw before risking his marriage and American citizenship:
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:
"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
"I am fully committed to NVIDIA and will work to earn back your confidence."
Harold J. Duarte-Bernhardt retweeted
Men will literally ruin their company and date a Chinese spy, instead of going to therapy
BREAKING: Nvidia CEO Jensen Huang admits to an extramarital relationship with a Chinese spy
75% chance he's out as $NVDA CEO before 2028
Harold J. Duarte-Bernhardt retweeted
Wow
The Jensen Huang story keeps getting crazier.
US intelligence reportedly discovered that Nvidia’s CEO was romantically involved with a suspected Chinese spy.
Here's where things get insane:
1.) The woman, Alice Huang, was an executive at Megaspeed, a company under investigation for allegedly helping Chinese firms circumvent US chip export restrictions.
2.) US intelligence believes she was recruited by China's Ministry of State Security, its primary intelligence agency.
3.) Intelligence officials reportedly suspected her objective included gathering information about Huang and potentially influencing Nvidia to push for looser US chip export controls.
4.) Huang has spent the past year repeatedly lobbying Washington to loosen those exact restrictions.
5.) US officials reportedly prepared an intelligence memo detailing the relationship and circulated it among senior government officials shortly before Trump's summit with Xi Jinping.
6.) Trump had reportedly already been briefed on the suspected espionage operation and chose not to act on the information.
7.) Huang has met with Trump repeatedly, reportedly even accompanying him aboard the presidential aircraft on a trip to China.
8.) Megaspeed's Malaysian affiliate reportedly purchased at least $4.8 BILLION in equipment containing Nvidia chips between June 2024 and February 2026.
9.) Federal authorities have been investigating Megaspeed since 2024, with the Justice Department reportedly taking over the Commerce Department's investigation this year.
10.) Investigators reportedly found Nvidia equipment in boxes that appeared ready for shipment rather than installed in operational data centers.
11.) Alice Huang's name was reportedly removed from Megaspeed's corporate documents as scrutiny intensified. Her continuing involvement with the company remains unclear.
12.) Nvidia maintains that it investigated Megaspeed's chip deployments and found no evidence of illegal diversion.
13.) Three congressional committee chairmen are now demanding that Huang appear for a closed-door briefing on November 18.
We're talking about the CEO of the world's most valuable company, a suspected Chinese intelligence operation, billions of dollars in advanced AI chips, and the US government's efforts to control China's access to the technology.
There is still no public evidence that Huang knowingly cooperated with Chinese intelligence or that the alleged operation successfully influenced US policy.
But the questions surrounding this are extraordinary.
开房不到十分钟,黄仁勋和一名32岁神秘美女的照片,竟然传遍了整个华尔街!
2026年,台北。
一场科技峰会结束后,黄仁勋走进五星级酒店的总统套房。
房间里坐着一位身材高挑的美女,名叫林薇。
她自称是一家AI服务器公司的副总裁,手里握着价值80亿美元的芯片采购订单。
黄仁勋刚坐下,林薇就笑着说:
“黄总,今晚的事情,您夫人应该不知道吧?”
黄仁勋还没回答,手机突然响了。
助理急得声音都变了。
“老板!出事了!有人爆料您和神秘美女开房!”
照片里,两人一前一后走进酒店。
连房间号都被曝光了!
更炸裂的是,爆料者声称林薇身份特殊,怀疑她接近黄仁勋另有目的。
短短半小时,华尔街炸锅。
有人质疑英伟达的商业安全。
有人要求调查芯片交易。
甚至有投资机构连夜准备做空英伟达。
林薇却一点也不慌。
她端起红酒,笑着说:
“黄总,您现在应该知道,我为什么值80亿美元了吧?”
黄仁勋盯着她。
“照片是你安排的?”
林薇没有否认。
“只要您签下这份独家供货协议,明天所有照片都会消失。”
原来,她背后的老板是华尔街投资大亨罗伯特。
罗伯特早就想控制亚洲AI服务器市场,却一直拿不到足够的英伟达芯片。
于是,他花重金安排林薇接近黄仁勋。
一边制造桃色丑闻,一边逼英伟达签合同。
谁知黄仁勋突然笑了。
“80亿美元的订单,你们有钱付吗?”
林薇脸色一变。
就在这时,房门被推开。
一个中年女人走了进来。
竟然是罗伯特的妻子凯瑟琳!
她直接把一沓照片甩在林薇面前。
“你以为他真爱你?”
原来,林薇和罗伯特早已秘密交往三年。
罗伯特答应她,等这笔交易完成,就离婚娶她。
可凯瑟琳早就发现了两人的关系。
她不但没有立即揭穿,还偷偷买下罗伯特旗下基金的一笔重要债权。
只等丈夫资金链出问题,就能逼他交出控制权!
林薇当场傻眼。
“你不是来抓奸的?”
凯瑟琳冷笑。
“抓奸能值几个钱?我要的是他的公司!”
更离谱的还在后面。
黄仁勋突然拿出一份文件。
原来,英伟达的合规团队早就发现,那份80亿美元采购订单存在问题。
签约公司号称拥有十几座数据中心,实际控制的机房却连合同要求的十分之一都容纳不了。
而所谓的采购保证金,竟然来自罗伯特自己控制的基金!
左手借钱,右手下单,再拿订单去融资!
黄仁勋看着林薇。
“你们不是来买芯片的。”
“你们是想拿英伟达的名字,去华尔街骗融资!”
林薇彻底慌了。
她赶紧给罗伯特打电话。
谁知电话接通后,罗伯特第一句话竟然是:
“林薇,我们的关系到此为止。所有事情都是你个人行为!”
林薇愣住了。
三年感情,换来一句个人行为?
她气得直接打开手机。
“罗伯特,你真以为我什么都没留?”
原来,过去三年,罗伯特为了讨好她,曾把多份内部交易记录发给她。
其中竟然还有一份做空计划!
计划写得清清楚楚:
先利用桃色新闻制造市场恐慌,再通过衍生品押注股价下跌。
如果成功,预计获利超过20亿美元!
凯瑟琳看完,脸色瞬间变了。
因为罗伯特用来支持这笔交易的资金,有一部分竟然来自夫妻共同控制的家族信托!
她原本只是想夺权。
没想到丈夫竟然准备拿全家的钱去赌!
黄仁勋却突然说:
“还有一件事,你们可能不知道。”
原来,这场酒店会面从一开始就有英伟达法务人员参与安排。
林薇提出的所有商业要求,都有完整记录。
所谓的独家协议,根本没有签署。
黄仁勋之所以没有立即离开,就是想弄清楚幕后是谁在操纵交易。
第二天,英伟达公开澄清了虚构的商业传闻,并宣布对涉嫌伪造采购材料的机构采取法律行动。
罗伯特的融资计划随即崩盘。
凯瑟琳申请冻结部分家族资产。
林薇也把掌握的交易记录交给律师。
可故事还没结束。
三个月后,罗伯特收到一份离婚财产分割方案。
他看完差点晕过去。
原来,凯瑟琳不仅拿走了大部分可分割资产,还联合其他债权人,取得了罗伯特投资公司的控制权!
最讽刺的是,罗伯特原本想利用黄仁勋的桃色丑闻赚20亿美元。
结果黄仁勋一分钱没给。
老婆跑了。
情人翻脸了。
公司也没了。
庆功宴上,有人问黄仁勋:
“黄总,您是怎么识破这个局的?”
黄仁勋笑着说:
“一个连电费都付不起的公司,张嘴就要买80亿美元的显卡。”
“这种客户,我见得多了。”
罗伯特研究了二十年华尔街,却没想到自己精心设计的美人计,最后竟然让老婆完成了一次零成本夺权!
你说,这场局里最狠的究竟是黄仁勋,还是那个从头到尾都没哭过的原配?
投资有风险 入市需谨慎





















































