I've seen many people on my timeline saying that last week's market crash was a preemptive move by funds anticipating the news of Nvidia's infidelity. I'm completely baffled. Can't people really distinguish which event has a greater impact on the industry? Is it Nvidia's infidelity or the impact of Democratic states halting data center construction and the "Super-Ban on AI" bill? Clearly, it's the latter. If data center construction is truly suspended and the bill is implemented, that would truly bring AI to a standstill. While I personally wouldn't say it will be a complete halt or ban, it's not unreasonable for the market to make the most pessimistic assessment, as this is a major issue concerning the industry's fundamentals. A large company that has developed for decades, with a complete organizational structure and mature governance mechanisms, won't have its fundamentals collapse because of its founder's sex scandal. Look at Bezos admitting to infidelity and announcing his divorce in early 2019, and quickly stepping down as CEO to replace him with internally-developed Andy Jassy; Amazon's growth momentum has remained strong in recent years. Nvidia's situation is most likely just a sex scandal; his partner is at most a broker using connections to engage in chip arbitrage. The timing is just perfect for making a big deal out of it.