The debate over the AI bubble dragged on for an entire year. In the end, the ones who started the clock weren’t the bears or the central bank, but the voters. Musk was just named and attacked, and now Huang is in trouble too. Are AI stocks starting to enter a bear market?
The two have been seen together in public frequently since 2024, and Alice even posted about it on her WeChat Moments. If this scandal was going to break, it could have done so much earlier—so why did it only come out after the midterm elections?
It’s quite possible that, after winning the midterm elections, forces associated with the Democratic Party needed a way to make an example of the AI industry and send a warning. They may have deliberately started releasing information at this particular moment. So the sharp drop in Nvidia’s market value isn’t the only problem—there’s an even bigger one to deal with.
By exposing Huang’s affair and, at the same time, blocking the route for exporting chips, these forces are warning the AI giants: even if the U.S. halts approval of new data centers, don’t think you can secretly move your operations overseas.
$NVDAB $SPCXB $MSTRB
The two have been seen together in public frequently since 2024, and Alice even posted about it on her WeChat Moments. If this scandal was going to break, it could have done so much earlier—so why did it only come out after the midterm elections?
It’s quite possible that, after winning the midterm elections, forces associated with the Democratic Party needed a way to make an example of the AI industry and send a warning. They may have deliberately started releasing information at this particular moment. So the sharp drop in Nvidia’s market value isn’t the only problem—there’s an even bigger one to deal with.
By exposing Huang’s affair and, at the same time, blocking the route for exporting chips, these forces are warning the AI giants: even if the U.S. halts approval of new data centers, don’t think you can secretly move your operations overseas.
$NVDAB $SPCXB $MSTRB
