Ryan Bridge: The Nvidia scandal was cleverly predicted

If you want to know how the top dog at the world's most valuable company has not one, but allegedly, two affairs —one allegedly with a Chinese spy— the answer is, you don't.  

Nvidia, market cap $7 trillion. 

Boss was Jensen Huang. Two hours ago he resigned.  

The company is no longer number one in the world.  

Stock price has crashed 11%. Microsoft is now worth more.  

None of this has come out of the blue.  

There's been a bit of reporting from journos on Wall Street, but there's also been this guy Christian Lamarco.  

A 31-year-old trader from New York who works out of a Brooklyn apartment with his dog under his desk.  

Six months ago, he and and the two analysts he employs published a 40-page report saying Nvidia had a "significant China problem", highlighting an "uncomfortably close" relationship between the Nvidia boss and a woman named Alice Huang.  

Alice, we now know, is thought to be a Chinese honey trap spy. At least according to US intelligence.  

So this plucky trader shorted the stock six months ago, when the rest of the world was head of heels for it. Gagging for it. Couldn't get enough.  

In those six months, the Wall Street Journal reports Nvidia's lost $1 trillion in value and its stock is down 20%.  

This will no doubt make Christian Lamarco a bit of a legend online for digging and finding what others couldn't.