Rushing before NVIDIA's collapse: Trump's and several lawmakers' "precise reduction" has been uncovered

After NVIDIA founder Jensen Huang announced his resignation due to personal relationships and national security controversies, it not only triggered an epic sell-off but also ignited a storm.

Many media outlets have focused on U.S. President Donald Trump and several members of Congress who had previously reduced their holdings.

The timing of these transactions is extremely sensitive, with some reductions occurring precisely at historical peaks.

According to financial disclosure records released by the congressional trading tracking platform Trade With Congress and the investment data platform Quiver Quantitative, the timing of several NVIDIA stock sales is surprising.

Among them, the family trust of California Democratic Congressman Ro Khanna has become the focal point.

The family trust associated with his wife sold NVIDIA stock on September 4 and October 7, with both transactions amounting to between $1,001 and $15,000.

The reduction on October 7 occurred the day after NVIDIA set a historic closing price on October 6.

According to ZeroHedge, these transactions allowed the related trust to avoid about a 30% drop in NVIDIA's stock price thereafter.

The most attention-grabbing is still U.S. President Donald Trump.

Data shows that a transaction disclosed by Trump on August 21 involved the sale of up to $1 million in NVIDIA stock, about two weeks earlier than the reduction by the Khanna family trust on September 4.

According to Reuters, Trump bought up to $1.6 million in NVIDIA stock in August while selling up to $1 million.

The related transactions are part of hundreds of securities transactions he made that month, with documents signed on September 17 and made public on October 8.

In response to allegations of insider trading, relevant parties have denied any wrongdoing, emphasizing the independence of investment decisions.

White House spokesperson Davis Ingle stated that Trump's investment portfolio is independently managed by a third-party financial institution, utilizing recognized indices including the Schwab 1000 Index for investment allocation, with all investment decisions made by independent managers.

Khanna's office also denied that he used insider information for trading, with a spokesperson telling the California Post that Khanna and his staff had never received briefings related to Jensen Huang, Megaspeed, or NVIDIA's counterintelligence risks.

The spokesperson stated that Khanna only learned of the situation after it was disclosed by The New York Times, and he did not trade stocks nor provided any instructions regarding the investment decisions of the family trust.

Khanna previously explained that his family investment assets are held in a diversified trust established by his in-laws before he got married and are managed by an independent third-party trustee.

As media exposure increased, a chain reaction has occurred.

According to disclosure records compiled by investment data agency Quantellect, Texas Republican Congressman Pete Sessions' wife sold NVIDIA stock worth between $15,000 and $50,000 on October 2;

Pennsylvania Republican Congressman Dan Meuser's wife sold NVIDIA stock worth between $1,001 and $15,000 on September 25;

California Democratic Congressman Gil Cisneros also reported selling NVIDIA stock in the same value range on October 20.

These transactions involve different holders and dates, but existing public information is insufficient to prove any correlation in their trading decisions.

Although the law allows important U.S. government officials to trade stocks, as sensitive individuals in sensitive fields, and given that these officials often achieve exceptional trading results—such as Nancy Pelosi being referred to as the "stock god" on Capitol Hill—they are frequently questioned about potential conflicts of interest.

However, while doubts exist, proving wrongdoing requires evidence. Currently, there is no evidence showing that these prominent figures reduced their NVIDIA holdings to avoid significant declines or engaged in insider trading.

Government officials have various types of accounts, with family trusts being quite common, and they usually delegate trading to third-party institutions. The SEC also has complex and cumbersome regulatory processes, making it rare for officials to be directly involved in trading. Of course, it cannot be absolutely determined that there are no issues.

Many questions are likely to be answered as the investigation into the matter deepens.