Probably more like the administration, given how they were briefed more than a year ago.

There’s been recent power spats (JD Vance’s tweet, Susie being replaced by Steve Bannon, and probably more infighting).

As much as I want to believe there’s greater 4D chess and motivation, I assign a modest probability to someone going “fuck it”, opening a massive short on NVDA, and then leaking it just for the love of insider trading. Rather than anything strategic or real.

Huh? CEO's private life has always always been a big deal. These were just a few cases the last few years alone:

https://timesofindia.indiatimes.com/world/us/coldplay-kiss-c...

Jensen Huang's case is even more high profile because of the spying accusation.

You misunderstood what I meant, obviously the newspapers all cover these things when they become public. The difference is that this time, it’s an intelligence agency that went public with it (or someone leaked it from there), the spying angle is quite unique.