I think there was a growing awareness of NVidia's vulnerability and I think that, while I don't agree with his conclusions, Jeffrey Emanuel's excellent piece fr

I think there was a growing awareness of NVidia's vulnerability and I think that, while I don't agree with his conclusions, Jeffrey Emanuel's excellent piece from the 25th added significantly to that momentum: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda https://youtubetranscriptoptimizer.com/blog/05_the_short_cas...