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NVIDIA
Research notes on NVIDIA Corporation.
huang-affair-analysis/
index.html — Chinese-language analysis (2026-11-09) of the Jensen Huang affair disclosure and the
board's independent investigation into reports that he was targeted by a foreign intelligence effort:
timeline, evidence boundary (confirmed vs. reported vs. disputed), a sourced profile of
Megaspeed executive Alice Huang (Huang Le) with credibility ratings for each part of her reported résumé, scenario probabilities for CEO
tenure and US export-policy outcomes, company-level impact, historical precedents, and a watch list.
Sources are public news reports through 2026-11-08 (US Eastern). Espionage allegations against the Megaspeed executive have not been charged or adjudicated; probabilities are the author's subjective estimates. Not investment advice.
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