November 11, 2026

Charlie Moon on NVDA and the AI Arms Race

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

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.

about the author:

Charles Moon

Charles Moon is a technical "whiz kid" whose experience lies in scalp/swing trading. A patient educator, Charles excels at coaching/mentoring and can make complex concepts simple. Prior to joining the ranks of Prosper Trading Academy, Charles was a proprietary equities trader with Great Point Capital LLC. Coming from a retail trading background, his experience can help those with no experience trading to seasoned veterans.

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