People are still talking about Jensen Huang on the Square, but the stock had already taken a hit. It closed at $168.89 yesterday, down 5.47%, after hitting an intraday low of $165.89—just shy of its 52-week low of $164.27. It had closed at $186.64 on the 6th, so it’s fallen about 9.5% in two trading days.

The board says it’s conducting an independent investigation and that there’s currently no evidence of any issues involving confidential information or national security. That doesn’t mean much in the short term. What will really drive a repricing is the earnings report after market close on the 17th. On the 18th, lawmakers are also set to receive a closed-door briefing.

Crypto traders shouldn’t bet on Nvidia based on rumors, let alone use them as a reason to add BTC. If $164 breaks first, risk appetite could fade, and Bitcoin could easily pull back to yesterday’s $72,727 level. Reduce leverage before the 17th, treat $72,700 as the warning line, and wait until the earnings report comes out before making a move.

#英伟达Q3财报将至:能否化解市场疑虑? $NVDA $BTC