The Capitalist

The Capitalist

Capitalist Insider: Former China TV reporter is the alleged Nvidia spy

Tech valuation hits multiyear low after AI rout

The Capitalist's avatar
The Capitalist
Nov 09, 2026
∙ Paid

Hello Capitalist Insiders!


  • Former China TV reporter is the alleged Nvidia spy

  • Strategy bought $208M preferred stock, just $65M in Bitcoin

  • Wall Street’s biggest buyer is back: $5B daily

  • Near-record earnings growth hides dangerous cracks

  • Tech valuation hits multiyear low after AI rout

  • The AI reckoning arrives: investors brace for more pain

  • Inflation data & AI earnings collide this week, Things are going to get volatile.

  • Whales move billions into BlackRock Bitcoin ETFs



Former China TV reporter is the alleged Nvidia spy

Alice Huang, the MegaSpeed executive at the center of the Nvidia China Spy Probe probe, moved from journalism into finance before joining the Singapore cloud firm previously scrutinized for Nvidia chip sales to China.

Keep reading with a 7-day free trial

Subscribe to The Capitalist to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
The Capitalist's avatar
A guest post by
The Capitalist
Promoting free markets and American enterprise.
Subscribe to The Capitalist
© 2026 The Capitalist · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for writing, podcasting, and media founders.