Culper Research
OrganizationBreakout#22 trending in Markets & Investing this week · most on The David Lin Report
Culper Research is a New York City-based independent investment research firm and activist short seller. It publishes investigative reports arguing that selected publicly traded companies may be overvalued or face undisclosed business, governance, or regulatory risks; its May 2026 report on NVIDIA focused on alleged China exposure, Asian intermediaries such as Megaspeed, and related executive ties.
Rank this week
Share of the conversation
0.6‰ of what listeners heard
Reach this week
Tone this week
- Neutral 1
- Positive 2
- Very positive 1
Share of the conversation
Mentions of Culper Research per 1,000 mentions of anything, 7-day rolling, markets & investing.
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| Day | Share (7-day) | Mentions |
|---|---|---|
| Nov 9 | 0.22‰ | 4 |
| Nov 10 | 0.28‰ | 1 |
| Nov 11 | 0.51‰ | 4 |
Why is it trending?· Last 7 days
Culper Research’s Nvidia short report drives debate over China sales
Culper Research’s report is being discussed because it alleged NVIDIA may have earned more China revenue through Asian intermediaries that circumvented U.S. export controls.[1]
On Halftime Report, Julia Boorstin said the allegation helped frame the debate as NVIDIA faced a board investigation and scrutiny of its China business.[1]
On Saxo Market Call, John Hardy said Culper Research suspected China represented 20% of NVIDIA’s 2026 revenue and warned that the report is a short seller’s work with an agenda.[2]
Hardy also directed listeners to Culper Research’s NVIDIA report and overview of other companies, while noting that the firm had been right about some of them.[3]
The Compound and Friends focused on Culper Research’s earlier claims about NVIDIA’s CEO and Megaspeed, with Matt Sermonaro crediting the short seller for research made before the news.[4]
Sources · 4 moments
- 1.Halftime Report · NVIDIA Fallout and AI Trade RotationJulia Boorstin · Nov 9 · Listen at 20:15 ↗
“estimate sales made up about 20 percent of its total revenue. But as Beijing turned inwards to develop its own chips and 10. grew with the United States, sales there dried up. But Scott, this is the crux of the debate. And the one that was”
- 2.Saxo Market Call · Huang and Nvidia reel on spygate revelations: how big are the risks?John Hardy · Nov 9 · Listen at 14:03 ↗
“This would obviously be critical if so, and if that has to get shut off. That's also a short report. You have to keep that in mind. They've got an agenda here. This Culper Research. This is not an investment recommendation on my part, but I”
- 3.Saxo Market Call · Huang and Nvidia reel on spygate revelations: how big are the risks?John Hardy · Nov 9 · Listen at 18:28 ↗
“As for the links in the podcast episode description, there's that short seller report from Culper Research on Nvidia. They actually have an overview page with a look at a number of other companies. They were right on a couple of those. I do”
- 4.The Compound and Friends · Can the Stock Market Survive a Tech Meltdown?Matt Sermonaro · Nov 10 · Listen at 21:40 ↗
“right um okay we can move on uh yeah i guess we'll do this really quick i speaking of the bears okay i want to give credit when it's due to the short sellers because even though they're wrong most of the time uh some of these people are doi”
Written by AI from the cited moments; every quote is checked against the transcript.
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