It all lining up perfectly with their quarterly earnings call does seem like a bit of a strange coincidence at the very least.
These are also not actually new developments, but years old. So they could have easily been stockpiled ahead of time, ready to deploy when opportune. Or maybe that's just standard when you're high profile enough? It's like accumulating and strategically burning 0 days. Or trading them for that matter.
Or at least the original report was like this. These newer ones are perfectly well explained by opportunism imo, if one is to believe that the anonymous sources really are company internal.
> lining up perfectly with their quarterly earnings call
Availability heuristic. A short seller was writing about Nvidia's China-disclosure problem in May. Huang's affair with Ms. Huang came out before Halloween. If one month before earnings is fair game, then you're going to have a lot of conspiracies to clean up.
It's a 3 week window each time each between announcement of meeting and actual meeting, not a month, and the May case does fall into it too. But I do get your point.