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![\"Raporu](\"https:\/\/images.ntv.com.tr\/images\/YR3APN7RZFKU3L5Q6Q6RDCN5OI-452895.jpg?width=930&format=webp\")
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\u00c7ip devi Nvidia’n\u0131n hisselerinin d\u00fc\u015fece\u011fi y\u00f6n\u00fcnde aylar \u00f6nce pozisyon alan 31 ya\u015f\u0131ndaki Christian Lamarco’nun haz\u0131rlad\u0131\u011f\u0131 ara\u015ft\u0131rma raporu piyasa g\u00fcndemine oturdu.<\/p>\n
D\u00fcnyan\u0131n en de\u011ferli \u00e7ip \u00fcreticisi Nvidia’n\u0131n tepe y\u00f6neticisi Jensen Huang hakk\u0131ndaki \u00c7in istihbarat\u0131 iddialar\u0131 piyasalar\u0131 sarst\u0131.<\/p>\n
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\u015eirketin hisselerinin de\u011fer kaybedece\u011fi y\u00f6n\u00fcnde pozisyon alan 31 ya\u015f\u0131ndaki fon y\u00f6neticisi Christian Lamarco’nun aylar \u00f6nce yay\u0131mlad\u0131\u011f\u0131 ara\u015ft\u0131rma raporu k\u00fcresel \u00f6l\u00e7ekte dikkatleri \u00fczerine \u00e7ekti.<\/p>\n
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Lamarco’nun kurucusu oldu\u011fu Culper Research, alt\u0131 ay \u00f6nce Nvidia’n\u0131n \u00c7in operasyonlar\u0131na odaklanan 40 sayfal\u0131k bir dosya yay\u0131mlad\u0131.<\/p>\n
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Wall Street Journal gazetesinin haberine g\u00f6re raporda, Nvidia CEO’su Jensen Huang ile \u015firketin G\u00fcneydo\u011fu Asya’daki i\u015f ortaklar\u0131ndan birinde y\u00f6netici olan Alice Huang aras\u0131nda “rahats\u0131z edici d\u00fczeyde yak\u0131n bir ili\u015fki” bulundu\u011fu \u00f6ne s\u00fcr\u00fcld\u00fc.<\/p>\n
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Ara\u015ft\u0131rma \u015firketinin haz\u0131rlad\u0131\u011f\u0131 raporda, yap\u0131lan hamlenin yapay zeka sekt\u00f6r\u00fcne kar\u015f\u0131 bir tutum olmad\u0131\u011f\u0131, firman\u0131n do\u011frudan bir “\u00c7in sorunu” ya\u015fad\u0131\u011f\u0131 tespiti payla\u015f\u0131ld\u0131.<\/p>\n
“ALTI AY SONRA \u00d6NEMSED\u0130LER”<\/span><\/p>\n Raporun yay\u0131mland\u0131\u011f\u0131 g\u00fcn Jensen Huang, d\u00f6nemin ABD Ba\u015fkan\u0131 Trump ile ba\u015fkanl\u0131k u\u00e7a\u011f\u0131 Air Force One u\u00e7a\u011f\u0131nda Pekin’e resmi bir ziyarete kat\u0131ld\u0131.<\/p>\n <\/p>\n Yat\u0131r\u0131m \u00e7evrelerinin ba\u015flang\u0131\u00e7ta ilgi g\u00f6stermedi\u011fi raporun hemen ertesinde Nvidia hisseleri rekor seviyeye ula\u015ft\u0131.<\/p>\n <\/p>\n Lamarco, durumu “Bazen insanlar s\u00f6ylediklerinizi \u00f6nemser, bazen de \u00f6nemsemez. San\u0131r\u0131m bu vakada alt\u0131 ay sonra \u00f6nemsediler” s\u00f6zleriyle anlatt\u0131.<\/p>\n <\/p>\n Ge\u00e7en s\u00fcre\u00e7te s\u00f6z konusu iddialar, Nvidia CEO’sunun \u00c7in istihbarat\u0131na \u00e7al\u0131\u015ft\u0131\u011f\u0131ndan \u015f\u00fcphelenilen bir kad\u0131nla evlilik d\u0131\u015f\u0131 ili\u015fki ya\u015fad\u0131\u011f\u0131 y\u00f6n\u00fcndeki geli\u015fmelere d\u00f6n\u00fc\u015ft\u00fc.<\/p>\n <\/p>\n Bu geli\u015fmelerin ard\u0131ndan Culper Research taraf\u0131ndan haz\u0131rlanan analiz sosyal medyada milyonlarca kullan\u0131c\u0131ya ula\u015ft\u0131 ve geni\u015f yank\u0131 buldu.<\/p>\n <\/p>\n \u015eirketin piyasa de\u011feri rapordan bu yana 1 trilyon dolardan fazla geriledi, hisseleri ise y\u00fczde 20 oran\u0131nda d\u00fc\u015ft\u00fc.<\/p>\n <\/p>\n Lamarco, Nvidia pozisyonundan ne kadar kazan\u00e7 elde etti\u011fini veya \u015firketteki pozisyonunu s\u00fcrd\u00fcr\u00fcp s\u00fcrd\u00fcrmedi\u011fini a\u00e7\u0131klamaktan ka\u00e7\u0131nd\u0131.<\/p>\n <\/p>\n New York’ta b\u00fcy\u00fcyen ve Pennsylvania’daki Grove City College’da finans e\u011fitimi alan Lamarco, Chicago’daki bir fonda edindi\u011fi tecr\u00fcbenin ard\u0131ndan kendi yat\u0131r\u0131m firmas\u0131n\u0131 kurdu.<\/p>\n <\/p>\n Amerikan Ba\u011f\u0131ms\u0131zl\u0131k Sava\u015f\u0131 s\u0131ras\u0131nda \u0130ngiliz kuvvetlerini izleyen Culper casusluk \u015febekesinden esinlenerek firmas\u0131na bu ad\u0131 veren Lamarco, iki analistiyle birlikte ara\u015ft\u0131rmac\u0131 bir y\u00f6ntem benimsedi.<\/p>\n <\/p>\n Daha \u00f6nce d\u00fc\u015f\u00fck piyasa de\u011ferli \u015firketlere odaklanan Culper Research, kimi zaman b\u00fcy\u00fck akt\u00f6rlerle de kar\u015f\u0131 kar\u015f\u0131ya geldi.<\/p>\n <\/p>\n Sinaloa uyu\u015fturucu karteliyle ba\u011flant\u0131l\u0131 oldu\u011fu iddias\u0131yla bir cam \u00fcreticisi taraf\u0131ndan dava edilen firma, elektrikli hava taksisi \u00fcreticisi Archer Aviation aleyhine de pozisyon ald\u0131.<\/p>\n TAYVAN’DAK\u0130 G\u00dcVENL\u0130K KAMERALARINDAN MALEZYA KAYITLARINA UZANAN TAK\u0130P<\/span><\/p>\n Nvidia dosyas\u0131n\u0131 New York Times ve Bloomberg haberleri \u00fczerine ba\u015flatan ekip, d\u00fcnyan\u0131n en b\u00fcy\u00fck \u015firketine dair yeni bir veri bulman\u0131n zor olaca\u011f\u0131 d\u00fc\u015f\u00fcncesiyle \u00e7al\u0131\u015fmay\u0131 \u00f6nce ask\u0131ya ald\u0131.<\/p>\n <\/p>\n Mart ay\u0131nda ABD’li federal savc\u0131lar\u0131n, Nvidia \u00e7iplerini ihracat kontrollerini ihlal ederek \u00c7in’e soktuklar\u0131 iddias\u0131yla Super Micro Computer yetkililerine su\u00e7lama y\u00f6neltmesi ara\u015ft\u0131rmay\u0131 yeniden ba\u015flatt\u0131.<\/p>\n <\/p>\n Lamarco, \u00fccretli uzmanlar arac\u0131l\u0131\u011f\u0131yla eski Nvidia \u00e7al\u0131\u015fanlar\u0131yla g\u00f6r\u00fc\u015ft\u00fc, Singapur ve Malezya’daki \u015firket sicillerini inceledi ve Tayvan’daki bir restorana ait kamera kay\u0131tlar\u0131n\u0131 tarad\u0131.<\/p>\n <\/p>\n May\u0131s ay\u0131nda raporunu kamuoyuna duyuran Lamarco, “B\u00f6ylesi b\u00fcy\u00fck bir \u015firkette ne olabilece\u011fini tahmin edemezsiniz” dedi.<\/p>\n <\/p>\n Yat\u0131r\u0131m firmas\u0131n\u0131n bug\u00fcnlerde yeni bir hedef \u00fczerinde ara\u015ft\u0131rma y\u00fcr\u00fctt\u00fc\u011f\u00fcn\u00fc belirten Lamarco, “Do\u011fas\u0131 gere\u011fi hi\u00e7bir \u015fey bunun kadar b\u00fcy\u00fck olmayacakt\u0131r” de\u011ferlendirmesinde bulundu.<\/p>\n NELER OLMU\u015eTU?<\/span><\/p>\n Ge\u00e7ti\u011fimiz g\u00fcnlerde Jensen Huang ile \u00c7in istihbarat\u0131na \u00e7al\u0131\u015ft\u0131\u011f\u0131 belirtilen Alice Huang aras\u0131ndaki ili\u015fki if\u015fa olmu\u015ftu.<\/p>\n <\/p>\n New York Times gazetesinin ABD istihbarat yetkililerine dayand\u0131rd\u0131\u011f\u0131 haberlerde, \u00c7in Devlet G\u00fcvenlik Bakanl\u0131\u011f\u0131n\u0131n bilgi toplamak amac\u0131yla Alice Huang’\u0131 g\u00f6revlendirmi\u015f olabilece\u011fi de\u011ferlendirildi.<\/p>\n <\/p>\n \u0130kilinin ilk temas\u0131n\u0131n 2023 y\u0131l\u0131 sonunda Singapur’da ger\u00e7ekle\u015fti\u011fi kaydedildi.<\/p>\n <\/p>\n Yap\u0131lan incelemelerde, ikilinin son \u00fc\u00e7 y\u0131l boyunca Tayvan, \u015eanghay ve Silikon Vadisi gibi merkezlerde temas kurdu\u011fu saptand\u0131.<\/p>\n <\/p>\n Alice Huang’\u0131n y\u00f6neticileri aras\u0131nda yer ald\u0131\u011f\u0131 Singapur merkezli veri merkezi \u015firketi Megaspeed, k\u0131sa s\u00fcrede Nvidia’n\u0131n b\u00f6lgedeki en b\u00fcy\u00fck m\u00fc\u015fterilerinden biri haline geldi.<\/p>\n <\/p>\n \u015eirketin son y\u0131llarda Nvidia’dan 4 milyar dolar\u0131 a\u015fan tutarda \u00e7ip sat\u0131n ald\u0131\u011f\u0131 belirlendi.<\/p>\n <\/p>\n ABD y\u00f6netimi, s\u00f6z konusu firman\u0131n geli\u015fmi\u015f yar\u0131 iletken \u00fcr\u00fcnleri Amerikan ihracat k\u0131s\u0131tlamalar\u0131n\u0131 a\u015farak \u00c7in’e aktard\u0131\u011f\u0131 \u015f\u00fcphesiyle soru\u015fturma y\u00fcr\u00fct\u00fcyor.<\/p>\n