Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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Cite asCryptoQuant has tracked the directional calls on NVDA by @jukan05 on X since Jun 2025: not yet scored on NVDA (as of Nov 11, 2026).
Other assets covered (30)
Relative view by default: fewer than 30 NVDA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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A Taiwanese media report says NVIDIA may cut its orders with TSMC. If that happens, AMD and ASIC chipmakers could pick up some of the wafer capacity currently allocated to NVIDIA. I’ve heard similar rumors. I’ll let you know as soon as I can confirm them. https://t.co/46wCWDA65N
View original →According to The Information, NVIDIA has long lobbied hard against proposals to restrict Chinese companies’ access to its latest chips through overseas cloud providers. But since the scandal surrounding Jensen Huang broke, that lobbying appears to carry less weight in Washington. The fallout has reportedly made it easier to advance three bills. The MATCH Act would restrict shipments of lithography equipment to China. The Overwatch Act would give Congress greater oversight of the Commerce Department’s decisions to approve AI chip sales to countries such as China. The Chip Security Act would require AI chips to have built-in tracking capabilities. The National Defense Authorization Act is expected to pass before the new Democratic-led Congress convenes in January. That gives Republican leaders an incentive to help move the legislation forward now, while they still have more say over what goes into the final bill.
View original →Taiwanese semiconductor analyst Andrew Lu’s take on the recent scandal involving Jensen Huang: Why the US Seized on the Scandal to Draw Its Sword: Three Strategic Objectives The purpose of this scandal is by no means to expose an affair. It is to force through three critical objectives that had made no headway in the tech war between the US and China because Jensen Huang opposed them. The first cut: Completely destroy the legitimacy of Jensen Huang's lobbying against sanctions in Washington Over the past two years, the loudest and most influential business leader in Silicon Valley opposing a total ban on chip exports to China has been Jensen Huang. He has told the White House the same thing all along: "Cede the Chinese market to Huawei, and the only one that ends up dead is the American tech industry." But the moment US intelligence labels the woman named as Huang's affair partner "a spy working for China's Ministry of State Security who sought to steer the US toward easing its chip controls," every bit of lobbying he has done for looser controls takes on an entirely different political meaning. It becomes a national security matter, raising the possibility that a foreign spy used a secret relationship to exert influence. Huang can no longer say a single word in defense of the Chinese market before Congress or the White House. If he does, he will be branded as someone who "fell for an intelligence operation and still hasn't come to his senses." The second cut: Reverse the H200 export approvals for China and sever the link between Chinese shell companies and Southeast Asian smuggling networks Look at the timing of the two reports. On November 8, the very day the Jensen Huang scandal broke, The New York Times published an investigation for which its reporters went in person to dozens of Chinese companies that the US Commerce Department had approved to handle Nvidia's H200 chips. New Matrix in Beijing was one of them. According to the report, the registered addresses of companies approved to buy the chips turned out to be empty "ghost offices," and some of the companies had close ties to entities on US sanctions lists and to firms under contract with the Chinese military. One exposé says Nvidia's CEO was having an affair with a female spy from Megaspeed, the Singapore company that handled the chip smuggling. The other says the Chinese companies Commerce approved to buy H200s are nothing but shell companies trading on behalf of the Chinese military. The aim of these two reports is clear. They are meant to pressure the Trump administration and the Commerce Department into fully revoking or freezing H200 export approvals for China and, going further, to force a sweeping overhaul of the loophole that let chips be diverted through data centers run by third parties in Singapore and elsewhere in Southeast Asia. The third cut: Put Nvidia on a national security leash through congressional oversight and an independent investigation As the world's largest company by market cap and the dominant force in AI, Nvidia has until now enjoyed broad autonomy in how it runs its business. But in the wake of this incident, the three congressional committees responsible for China, foreign affairs, and intelligence have begun examining Nvidia's internal security measures directly. They have even pressured Nvidia's board into forming an independent investigation committee to look into the company's own founder and CEO. In effect, Washington's national security establishment has planted a watchdog right inside Nvidia's board. From now on, the goal is to make sure that everything, down to where each and every one of Nvidia's high performance chips ends up, conforms strictly to US national security strategy. It also means there is no more room for skirting the edge of the rules or releasing chips with specs specially tailored to regulatory thresholds. Conclusion "The scandal was a detonator set off right on cue. The real goal was to plug the holes chips were leaking through." Jensen Huang made the fatal mistake of letting his guard down in his private life and personal relationships. In the end, he fell into a honey trap, the textbook tactic of intelligence warfare, and was compromised. America's national security and intelligence agencies ruthlessly exploited the weakness his private life had exposed. As a result, they solved three thorny problems in a single stroke: Nvidia's lobbying at the White House to ease restrictions on China, the flow of H200 chips into Chinese shell companies, and smuggling routed through Singapore. The closed congressional hearing set for November 18 will be the decisive turning point at which the US moves in earnest to tighten its sanctions on China's AI compute even further.
View original →I completely agree with this take. “Jensen may or may not step down, but dealing with family matters is going to take a tremendous amount of energy. In an industry this competitive, a CEO’s attention and energy are scarce resources. The more energy Jensen puts into dealing with things at home, the less bandwidth he’ll have to set strategy, execute on it, and navigate the competitive landscape.” I think NVIDIA will take a hit one way or another.
View original →Taiwan’s KYEC lowered its Q4 guidance due to delays affecting a major GPU, believed to be NVIDIA’s Rubin, caused by HBM4 yield issues at a memory supplier. https://t.co/coEH2rBcCv
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