The bigger concern is second-order impact. Even if the company isn’t directly charged, senior-level involvement raises governance questions. In a supply chain tied to Nvidia, compliance is critical. Any disruption could hit demand, while rivals like Dell Technologies may benefit.
For me, this looks like the start of a repricing, not a one-off move. The narrative has shifted to uncertainty, which typically compresses valuations. I’d treat any bounce as an opportunity rather than a reversal. Risk-reward still skews to the downside here.
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- AaronJe·03-23TOPAgree, regulatory woes could spark more selling. Shorting rebounds makes sense. [看跌]1Report
- 1PC·03-23TOPNice Sharing 😁 @Aqa @koolgal @DiAngel @Barcode @JC888 @Shernice軒嬣 20002Report