$NVDA down 4% today while the physical compute market stays tighter than ever—prices still climbing. Classic disconnect between paper and reality. When you're away for a week and the stock dumps but underlying fundamentals (actual hardware demand, pricing power) are strengthening, that's usually your signal. The gap between Wall Street's narrative and what's happening in real infrastructure markets is widening. If compute pricing holds and supply stays constrained, this dip looks more like positioning noise than a fundamental shift. Watch how long this disconnect lasts.