Wall Street Millennial on $NVDA (Nov 9, 2026)

Jensen Huang is the CEO of Nvidia, the most valuable company in the world. He is the face of the AI investment bubble that has engulfed Wall Street for the past four years.

In this video, we will take an in-depth look at this sensational scandal and its impact on Nvidia in the future.

This prevents Nvidia from selling their data center GPUs to any customers in China. Mega Speed is a big customer of Nvidia.

According to Bloomberg, MegaSpeed has purchased 136,000 Nvidia GPUs worth at least $4.6 billion between 2023 and 2025.

This makes MegaSpeed Nvidia's largest customer in the Southeast Asia region. Mega Speed is a member of Nvidia's partner network. This means they get priority when ordering new Nvidia GPUs.

Remember, between 2023 and 2025, MegaSpeed spent at least $4.6 billion to buy Nvidia GPUs.

Nvidia claims that it complies with US export control policies. In late 2025, Nvidia sent its own representatives to inspect MegaSpeed's data centers. Their goal was to ensure the accounting of all GPUs.

Nvidia representatives were able to see less than 100,000 of the 136,000 GPUs purchased by MegaSpeed. No account was found for approximately 40,000 GPUs. Oddly enough, Nvidia didn't find the matter suspicious.

"Building a data center is a complex process, taking months to complete and requiring many suppliers, contractors and approvals," an Nvidia spokesperson told Bloomberg.

MegaSpeed officially joined the Nvidia Partner Network just days after being sold to Mr. Pong's shell company.

In January 2026, Trump relaxed some of the semiconductor export controls imposed by the Biden administration. This allowed Nvidia to sell their H200 data center GPUs in China.

The H200 models are several generations old, having been launched in 2024. Jensen Huang personally lobbied Trump to make this decision.

To date, Nvidia has sold a very small number of H200s to Chinese customers. China remains an important market for Nvidia, but mainly for GeForce gaming GPUs, which are not subject to export controls.

On Sunday, November 8, Nvidia released a press release titled 'Statement from the Nvidia Board of Directors'. They said they were launching an independent investigation in the wake of recent reports that founder and CEO Jensen Huang had been targeted by foreign intelligence activities.

The board does not believe that national security or Nvidia's privacy was compromised in any way , but the board's investigation will examine all available information. The board remains confident in Jensen and his leadership team and will provide further updates in due course.

Leading Nvidia has been the best experience of my life. It is my responsibility to serve you and be worthy of your trust. I failed to fulfill that responsibility. I am fully committed to NVIDIA and will continue to work to regain your trust.

I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting Nvidia and protecting America's national security. In my opinion, his mission was probably to convince Jensen to sell a large quantity of Nvidia's most advanced GPUs to MegaSpeed, so that they could be smuggled into China.

So, what are the practical implications of this for Nvidia? In my opinion, I don't think Jensen Huang will be forced to resign. The Board of Directors has clearly stated that they have confidence in Jensen and his leadership team.

Nvidia will likely cut ties with MegaSpeed. Over a two-year period, MegaSpeed purchased $4.6 billion worth of GPUs from Nvidia. Nvidia has generated more than $300 billion in revenue in the last 12 months.

From a financial perspective, Mega Speed is very insignificant for Nvidia.

Although very sensational, I don't think this spy scandal will have a major impact on Nvidia's operations. On this channel, we have been highly critical of Nvidia and Jensen Huang for a long time.

There is no one in the world more responsible for creating the AI investment bubble of the last four years.