I dunno, Nvidia's dirty laundry (dude's inability to keep his whatsit in his pants) seems like exactly the kind of thing that is inevitable to come out (oh god, that pun wasn't intentional).

No need for conspiracy here, personal weakness does in so many high flyers.

But I agree that the tech cat is out of the tech bag, and there's no going back: Nvidia doesn't make their own chips, they are almost fully reliant on other foundries.

Demand shows zero sign of softening - not since crypto, and AI just keeps it going.

A product I work on had a big and quite public bug bounty payout recently. That led to an upswing in bug bounties reports. That's not odd timing, that's independent (human) agents sensing something as being valuable of their time poking at it.

When any trend, business, candidate, politician, etc. starts slipping, there is a tendency to pile on quickly. Not just “kicking when down”, but to unload so much other baggage quickly so it becomes just an undifferentiated “painful period” with no one (well perhaps one Judas goat, or actually Judas here) to blame, or to be held accountable for any individual business action. “Wow, that was a crazy time, we were all so silly. Let’s move on quickly.”