To be fair, most of that was before this revelation. It is at least clear that the so-called "neocloud" part of the bubble was in trouble, which dragged Nvidia since a lot of their money is tied up in those neoclouda. Then after elections included a lot of anti datacenter measures, that doesn't bode well either. This scandal is just another thing for the pile of bad news.

The timing is a bit convenient. All tech stocks were already dropping. Almost too much of a coincidence that this story broke now.

You're right, but Lemmy thinks this is a sex scandal. It's about illegal smuggling of $2B in chips through Alice's company, but bots are pushing the distraction of a marital affair.

There is a criminal investigation and already one class action suit filed.

We've already had one affair but what about the second affair? I bet they've never even heard of the elevensies affair.

Well then it's still a kneejerk reaction because China isn't going to have a competitive product overnight so Nvidia still has a moat for a year or whatever the lead time is for gpu development.

Not to mention, you can have the design, you still need the fabrication to manufacture the things so unless China successfully invades Taiwan, it doesn't mean shit

I'd be much more concerned if news broke that ASML was compromised by Asian baddies

What is a "hair trigger sell"?

Is this the year of the Linux desktop AI bubble popping?

Just thinking of America's ass.

He'a just checking if he's friend got Kirk-ified.

It's an even worse calamity than the Skrulls