I don't believe all of the drop is down to this, but I do believe that its POSSIBLE more of the tech investors inside the company read it, and acted on it to lock in the actual value from the potential. They had to have held long enough to be able to, and it had to be tax efficient.<p>A senior I help with ICT issues who also has play money in the US markets pulled almost everything out of tech stocks including this company (he kept some tech ETF) about 2 weeks before this crunch. He believes he reads widely, he did it in a belief he'd read of impending risks in this area. I tend to think most small investors are lucky more than wise, but perhaps in this instance his luck was informed?
Nvidia might drop not because of the blogger's reasoning. Nvidia might drop because DeepSeek got into the mainstream news cycle which caused a panic in Silicon Valley. The Silicon Valley elites promptly got on a call with Trump and now it looks like they will ban Nvidia from exporting to China outright.<p>So the blogger thinks efficiency is what caused Nvidia's drop. I'd say efficiency increases Nvidia's demand. What's causing Nvidia to drop is that DeepSeek is so good that it spooked Silicon Valley elites into lobbying for a full ban.