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.