Trump 'really believes' Nvidia chief's spy secret — six months after Wall Street printed it.

…(cont) In May of 2026, a research outfit called Culper Research filed a note on Nvidia. It said the chief executive, Jensen Huang, had an "uncomfortably close" relationship with a Singapore-based executive named Alice Huang. That's the New York Post, this morning, reporting on what Culper filed in May. Wall Street had the name in May.

In October — the Times says the 29th — American officials were reportedly monitoring that relationship, and officials told the paper the president had been briefed and took no action. Nvidia's board, that same month, reviewed the relationship and found nothing requiring action. The Washington Examiner, also dated October 29th, had Nvidia publicly standing behind it.

Four months after the May report — that's September — Nvidia announced the largest stock buyback in American corporate history. I checked that arithmetic twice this time. I'm not telling you those two dates are connected. I'm telling you I have them both written down, four months apart, on the same page.

On November 5th, Republican members of the House asked Mister Huang to come in and answer questions. On November 6th, the Times reported that American intelligence had concluded Alice Huang was an asset of China's Ministry of State Security. Not a rumor by then. A finding.

And this morning, the Post reports the president called Mister Huang on Monday to check on him, and told reporters afterward that Huang had "absolutely no idea" the woman was a spy. "I really believe him" is the quote I wrote down. Let me check I have it right — yes. "I really believe him."

I'm sorry — I keep coming back to that number, six months, so let me take it apart once more, from a different side. The first time, it was only a date: May to November, six months, the kind of gap you don't notice until a form makes you count it.

I'm sorry, a second time. It's also a dollar figure. Whatever that buyback cost, whatever the stock did, happened inside the same six months — which is about how long I can go without opening the hood on a car that needs a new fan belt, right up until the morning it doesn't start in the driveway and I'm the one who finds out.

I'm sorry, a third time. It's a weight. One report, one page, sitting on a trading desk in May. The dog and I go past the corner store most mornings, and I keep thinking about how far one page has to travel — desk to boardroom to briefing to Oval Office — before anybody reads it out loud to the one person who could have done something with it in May instead of November.

Excuse me — before you go. The Times had Alice Huang confirmed as a Ministry of State Security asset on November 6th. The president's phone call, the one where he said he really believed Huang had no idea, got reported today, the 9th. So when he said that — was it six months after Wall Street's warning, or three days after his own government's confirmation?

I'm sorry. A fourth time. I keep going back to this. Six months.