Ric₿ezos retweeted
NYT has responded to my post by claiming that I’m “spreading conspiracy theories.” But which of us is the one trafficking in unsubstantiated allegations?
Recent coverage (including CNN, which I QT’d) shows:
— The intelligence community has not established conclusive evidence that Alice Huang knowingly acted as a spy or funneled information to Beijing.
— There is internal disagreement about the strength of the evidence and whether she was recruited by the MSS.
— Attorney General Todd Blanche has said on the record that the Justice Department, he, and FBI Director Patel have reached no conclusions about “who she is or is not.”
— Some officials at ODNI and CIA have indicated the “Chinese spy” label is not fully accurate or is “over-torqued” based on the available intercepts and collection.
— Incoming House Intelligence Chairman Jim Himes, a Democrat, said it was still unclear whether Alice Huang was a Chinese spy immediately after he was briefed.
NYT’s stories (which have alleged “Chinese spy” dozens of times) have relied exclusively on anonymous officials. No official has gone on the record affirming it as established fact, and the more recent reporting reflects greater caution and disagreement inside the government.
So when I point out that the spy narrative is unconfirmed and increasingly contested, that is not a conspiracy theory. It’s a growing body of evidence that indicts the NYT’s reporting.
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.
Ric₿ezos retweeted
David Walliams OBE
Rolf Harris CBE
Huw Edwards MBE
Stuart Hall OBE
Sir Jimmy Savile
Sir Cyril Smith
Sir Jeffrey Donaldson
Lord Peter Mandelson
Lord Nazir Ahmed
Lord Greville Janner
Prince Andrew
Anyone see a pattern here?
Ric₿ezos retweeted
JENSEN HUANG HAS HIRED THE LAW FIRM PAUL WEISS AND ITS LITIGATORS MELINDA HAAG AND WALTER BROWN - NYT
Ric₿ezos retweeted
$SMCI pierced 30. Dealers defended that call wall for 3 sessions. The tape just took it. Scored in public.
Seen on a ~15m delayed feed.
If the US is leading in AI, the market may be missing the potential for non-US growth to follow. Before the AI growth spurt, Supermicro was generating 40% of its revenues in non-US markets, it now only generates 20% due to US demand. $SMCI appears to be on a very long runway.
Ric₿ezos retweeted
🚨 According to the FT, Alice Huang was such an incredible spy that even the CCP didn’t know who she was and was actively trying to gather intel about her
Amazing!
Replying to @EleanorOlcott
It is also notable that the Chinese spy agency was itself digging for information on Alice Huang.
Ric₿ezos retweeted
$NVDA
If you truly believe Jensen deliberately helped smuggle chips into China through his SEA partners, in violation of U.S. security interests or export rules, please dump your Nvidia shares.
If you believe in Jensen, he will continue to help lead the AI revolution as Nvidia’s CEO.
Everything else is noise. The smear campaign has become ridiculous at this point. U.S. intelligence has already implied that Jensen was the target of a honeypot w/o accusing him of any legal wrongdoing on his part. Btw, Jensen has advocated doing business w/ China for years long before the current political climate, and at a time when both major political parties were far more open to engagement w/ China. He did not need to be swayed by a spy to support such engagement. Nvidia wanted Chinese developers to keep building on CUDA and relying on the U.S. tech stack. That is how the U.S. maintains strategic advantages and keeps China at bay in the AI race. One cannot call someone a traitor simply because they are not hostile toward China. Also, Jensen is Taiwanese, not Chinese. More importantly, he is a proud, patriotic American.
Replying to @Jason
Most successful companies and likely all governments have dirty secrets. It's just a question of what gets out. The bear research can be selective which is why I'd be suspicious about them too, several of them have shut down in odd circumstances.
Sounds like the obvious move for Supermicro is to get more exposure to outside the US (with greater scope to command better margins). The recent political shift might help here as other countries, like India, do want to catch up to the US and are eager to build. $SMCI
$SMCI just needs to put an @elonmusk in charge to get the stock price up. I guess he's got a conflict as a big customer but @charlesliang should be able to get someone to fix those margins and lower their cost of capital.
I’m fighting to block a proposed 400-megawatt data center from being built on federal land at NAVWAR, here in San Diego. If built, this would be the largest data center in the state. Our community has been clear: we don’t want this!
sandiegouniontribune.com/202…
Things are about to get very constipated in Texas. Let's see if the doctors can handle it. $SPY $QQQ
Terms:
Elon dear, we do not want you building data centres on our land and by the way can you pay for everything we need. Hugs and love, Gina 🤗
Texas has elected a moron. How entertaining is that @elonmusk ?
Supermicro $SMCI looks increasingly like a candidate to fold into the Musk ecosystem:
1. It trades at a discount to peers.
2. Musk companies are likely its biggest customer (perhaps more than 40% of revenues).
3. It's building presence in India (a Musk interest too)
Sounds like the obvious move for Supermicro is to get more exposure to outside the US (with greater scope to command better margins). The recent political shift might help here as other countries, like India, do want to catch up to the US and are eager to build. $SMCI
Ric₿ezos retweeted
Boomers reading this:
Fraught market. My plan: I want to circle the wagons around the best and redeploy capital into non-tech, less risky stocks. Keep watching our Annual Meeting!
cnbc.com/investingclub/2026/…
Ric₿ezos retweeted
I wonder how much of machine learning's advancement is simply rediscovering good discipline.

























