I felt it was a bit early to buy the dip in Nvidia, so I split the portion of my position that I closed out when SanDisk surged this morning and reinvested it in SPCX and SNDK, just to ride the wave. Even if the Nvidia situation continues to escalate, other AI concept stocks have already fallen quite a bit. Who knows, some people might be plotting to push the price down before Nvidia's earnings report and then short-sell during the report. Moreover, regardless of whether Nvidia steps down or who takes over, Nvidia's strategy won't change in the short term; it will simply be to support the development of the AI industry and sell more cards. However, at this stage, companies like CoreWeave and Nebius, which are closest to Nvidia, are the most affected. Suppliers like Sinopec, Microelectronics, and TSMC are less affected, while companies like AMD and Broadcom, which can seize market share, have seen their prices rise.