Charlie is an actual reporter, he goes to all the trade shows, major public ones, small private ones, industry only, he meets people, and has contacts throughout the industry, rather than do what Fud and others do, which is check other news sites for info and repost it, he does this thing called investigating.
Yet to see him be wrong, in the past 2 years or so, on anything Nvidia at all.
UNfortunately other than a slightly OTT writing style, theres actually likely very little exageration, if any at all, involved in the article. Considering back before Nvidia even announced the fake fermi and launch in November, he was saying at the VERY earliest, some supply in March, if another respin, real volume a heck of a lot later.
THe biggest thing to point to would be bumpgate, this was something Charlie outed that no other "news" site had, he investigated and found it out, Nvidia have since paid out hundreds of millions in damages to guys like Sony, Apple and a few others, no I don't think Sony and co wouldn't have gone after Nvidia, nor that they didn't know what was going on. But it was certainly Charlie that outed it, and its industry wide knowledge that its true.
Amongst the majority of "news" sites in the tech world, he's one of the very few PROVEN investigative journalists these days.
Nvidia guys will say he's wrong till they are green in the face(too easy) yet, every single time they all say he's crap and lies, I ask for proof, they go silent.
Basically its as simple as this, he's been around so long he knows a few people that work in most major companies in the tech industry, rather than spout rumours and crap, he simply makes a call to someone at TSMC and asks them whats going on, its not rocket science. He gets a little OTT, and for most people goes into too much detail, though when you understand the manufacturing process, you realise he justifies what he's saying very very well. Yes he dislikes certain companies, and yes he's gone after AMD in the past, and present, and quite likes his Intel chips too. He simply goes after anyone screwing up, if they happen to be stupid and lie a lot while treating their customers like poo in general he'll point that out too.
You could argue he's be writing nothing, if Nvidia didn't keep screwing up, if AMD start screwing up in the same way he'll happily go back to having a go at them and pointing out why they are screwing up, as he's done in the past, its hardly his fault AMD haven't screwed up for a couple years.