You know, I had someone really just dismiss the NVIDIA story because I was talking about it in my room yesterday, and I don’t think people realize how significant this story is where, you know, it’s not just an affair. Right? We know that, like, in the tech world, that’s not too surprising. It’s true love. Yeah. Oh, that’s not what you mean. That’s not what you mean. Okay. Yeah. But you know what? Sergei Brin from Google, Jeff Bezos, Bill Gates, you know, this is is not a, you know, news, scenario with these, conglomerates. But the issue is is that it becomes now a national security issue. You know? And he has to have a closed door meeting. I wonder why. Why is it closed doors? Probably because there’s gonna be people within the intelligence community, you know, right, people that don’t wanna be publicly seen or known that are gonna, you know, probably not be grilling them, but, you know, try to get as much detail as possible. And like I said, how how deep does this go? Well, how does The US respond in kind if they do find out that it is espionage from China? What does that do with US Chinese relationships? We’re not talking about a small company over a small sector. We’re talking about the, it’s basically the arms race, but for AI.
Charlie Moon joined Benzinga to break down the Nvidia (NVDA) espionage story and why he thinks traders are underestimating it. Here’s what he sees at stake.
Charlie covers:
- Why he says too many people are dismissing this story
- The reason this goes beyond a typical tech scandal
- Why a closed-door meeting could change the conversation
- The question about US and China relations nobody is asking
- Why he calls this an arms race for AI
Thursday. 3:00 p.m. Like clockwork.
That’s when Charlie Moon, the ex-poker pro, goes to work.
Why Thursday? Why 3:00? There’s a reason.
And it has to do with something he learned at the poker table.
In poker, you don’t play every hand.
You wait for the spot where the odds tilt your way…
And you keep your bet small enough to stay in the game.
Charlie found a spot like that in the market.
It shows up once a week, late in the day.
He’s used it around names like Nvidia, Tesla and Reddit.
He explains the whole thing in a video on the next page.
See why Charlie Moon trades Thursdays at 3:00