Against authoritarianism. RT/likes not necessarily endorsement. Clemson('87) and UT-Austin('90) alumna. Français/Italiano/Português/Español/Deutsch
Virginia, USA
Joined January 2009
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Chris DiLapi (Big Twelve Conference Supporter) retweeted
An apparent car bomb assassination has killed a Russian military officer in St. Petersburg, according to Russia's Investigative Committee and local reports. Some reports suggest it may have been a colonel, but no confirmation yet; identity unknown. Ukraine's spy agencies have been behind numerous assassinations and attempts over the course of the war. Kyiv has not claimed responsibility for the attack.
pravda.com.ua/eng/news/2026/…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Solid work posting this on veteran's day.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Ok so 22% of the company’s revenue just…uh…moved out of Singapore at exactly the time reporters were asking questions about megaspeed wsj.com/business/earnings/nv…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Time to start pricing in a future where Jensen Huang can no longer engineer an endless runway of artificial demand from circular financing arrangements, and what that means to the forward earnings outlook across the entire AI supply chain
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Imagine taking this person seriously at any point over the last ten years.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Thread, and your latest episode of the incredible stupidness of protectionist tariffs and trade wars. You can’t cheat the laws of comparative advantage.
"After Trump fired several members of the National Security Council in April 2025, Huang faced less opposition in the administration.
Huang and his wife attended a $1 million-a-head dinner at Mar-a-Lago that month. Trump also reversed a recently announced ban on shipping an Nvidia chip directly to China."
NEW: Trump administration officials for years have been scrutinizing Jensen Huang, the CEO of Nvidia, with warnings over his business operations in China and strong advocacy for curtailing U.S. export controls.
Those concerns were brought to the White House and largely ignored prior to revelations he was having an affair with an alleged Chinese spy.
New reporting w/ @AmrithRamkumar @RWhelanWSJ and @alexbward
wsj.com/politics/national-se…
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Chris DiLapi (Big Twelve Conference Supporter) retweeted
NEW: Trump administration officials for years have been scrutinizing Jensen Huang, the CEO of Nvidia, with warnings over his business operations in China and strong advocacy for curtailing U.S. export controls.
Those concerns were brought to the White House and largely ignored prior to revelations he was having an affair with an alleged Chinese spy.
New reporting w/ @AmrithRamkumar @RWhelanWSJ and @alexbward
wsj.com/politics/national-se…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
The center of political gravity, for both parties, moving away from the Rust Belt and toward the South and the Sunbelt is going to be a helpful dynamic for the country as a whole.
It forces Republicans to embrace int. trade and forces Democrats to moderate on social issues.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
A husband rushed to his pregnant wife's side in the ambulance after she was pulled from the rubble of a partial building collapse in Flatbush, Brooklyn on Wednesday.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Alice Huang is in Beijing bloomberg.com/news/live-blog…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
WSJ: "As recently as the summer of last year, Singapore was officially one of Nvidia’s biggest markets, generating 22% of the chip maker’s revenue. Then, practically overnight, it disappeared from the company’s financial disclosures. Investors deserve to know why, and Nvidia needs to start explaining, with or without Jensen Huang at the helm. The timeline indicates that Nvidia altered its methodology for reporting the geographic breakdown of its revenue shortly after placing Megaspeed International on an internal block list. It isn’t clear if the two are related, but the shift had the effect of removing visibility into Nvidia’s sales tied to Singapore. That is the home to Megaspeed, the cloud-computing company embroiled in a sex-and-espionage scandal that has engulfed Nvidia and its chief executive."
wsj.com/business/earnings/nv…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
The building in Brooklyn collapsed into a construction excavation site adjacent to it where excavation work was going on today, according to press conference
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Nvidia, in addition to providing critical technology, is also the central bank to the AI industry, providing financing to companies that buy its chips while also investing in them as well. The circular wave of vendor financing could come undone if Nvidia falters. AI-pocolypse
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Can someone explain the downstream effects of this decision?
Nvidia’s board is preparing to oust CEO Jensen Huang, its founder and chief executive after he had two extramarital affairs, including one with a suspected Chinese spy, per WSJ Exclusive by @RWhelanWSJ @jdawsey1
The board is preparing to meet as soon as today to determine his future, people familiar with the matter said.
wsj.com/business/nvidia-is-p…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
I warned in August 2025 that tariffs were going to cost the GOP the midterms.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
The biggest winner in this Jensen scandal, is Lisa Su and AMD. The stock is up 147.42% year to date. Up 11% this week and is outperforming the broader market.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Mayor Mamdani, FDNY Commissioner Bonsignore provide update on major technical rescue in Brooklyn xitter.twitterapi.xyz/i/broadcasts/2JQPoJBPQ…
Chris DiLapi (Big Twelve Conference Supporter) retweeted
A husband cried tears of relief after he said his pregnant wife was pulled from Brooklyn collapse rubble and is alive.
Chris DiLapi (Big Twelve Conference Supporter) retweeted
Dude just got profiled by the WSJ. Quite a story.
Christian Lamarco, 31. Went to a small Christian college in Pennsylvania with no Wall Street recruiting pipeline.
Once drove to Carnegie Mellon to compete against Ivy Leaguers in a stock-picking contest. Finished second. Won $100.
Cold-emailed his research to hedge funds, landed a job at a Chicago long-short fund, then quit in 2019 with just a few months of savings to start Culper Research.
Moved to NYC, working out of a Brooklyn apartment. His team? Just two analysts.
They started investigating Nvidia last year, then gave up. They doubted three guys could uncover something Wall Street had missed about the world's most valuable company.
Picked it back up in March.
Interviewed former Nvidia employees, dug through corporate filings in Singapore and Malaysia, examined scrubbed code, even studied YouTube footage outside a Taiwanese noodle shop.
May 13: After a sleepless night, a bagel and a cigarette, he published a 40-page short report flagging Nvidia’s China exposure and Jensen Huang’s relationship with Alice Huang.
The next day, Nvidia hit an all-time high.
Nobody cared.
Six months later, the story blew up…
