At noon, I asked why $BTC wasn’t falling along with Nvidia. In the afternoon, I saw a set of numbers that might be half the answer.

CNBC: Nvidia fell 6.3% in premarket trading, while AMD rose 3.9% and Broadcom gained 3% at the same time. The board still hasn’t officially announced the results.

The money hasn’t left AI; it’s just moved from one company to another. A company having problems and an industry having problems are two different things. $BTC is now around $73,450 and still hasn’t moved much.

This is just my guess. Would you read it this way? #HuangRisksOusterOverReportedAffairWithSubordinate