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Nvidia director Mark Stevens sold a record $411M of stock

Nvidia’s Mark Stevens has sold $411M worth of stock, already setting an insider selling record, and he plans to sell more.

Short-seller called Nvidia top by not trusting Jensen Huang

Culper Research shorted Nvidia after guessing the $5T AI giant might be re-routing Chinese demand for AI chips through neighboring countries.

CDS spreads are deteriorating across mega-cap AI stocks including Alphabet, Amazon, Meta, and SpaceX, which all hit record spreads this week.

Apple surpassed Nvidia at 9:40am New York time to become the world’s largest public company, then handed back that crown within an hour.

DeepSeek has reportedly limited registrations from users with a mainland China phone number after it fell victim to a “large-scale attack.”