Strategy changes all the time. It will change overnight with the election results. What matters most is the information underlying that strategy, like, if ASML was coming out with some very specific new thing that would tilt the industry - that would be key.

[delayed]

I don't care that he had an affair (none of my business; who knows the terms of his relationship with his wife; Americans / humans are far too moralizing in controlling sex) and, even if it was wrong in the context of his marriage, I don't think someone should be fired for that.

If he knew / suspected she was a spy, yes, absolutely. If she was given access to confidential information, yes, absolutely.

If he thought it was a romantic relationship, fine, that doesn't affect me / NVDA / America.

Obviously he should stop now that he knows! But if he didn't at the time, you know, I think I can still trust him to make computer chips.

I agree. Judgement on love affairs and judgement on chip strategy are completely unrelated categories of judgement.

"Bad judgement" is a tool used in political rhetoric used to blame someone when there's nothing of any substance to blame them for.

However, all of this changes if it turns out that he gave his lover's company any kind of preferential treatment or that she was involved in China related lobbying.

This is what the investigation will focus on in my opinion. If they find anything at all then he will have to resign.