Probably more like the administration, given how they were briefed more than a year ago.

There’s been recent power spats (JD Vance’s tweet, Susie being replaced by Steve Bannon, and probably more infighting).

As much as I want to believe there’s greater 4D chess and motivation, I assign a modest probability to someone going “fuck it”, opening a massive short on NVDA, and then leaking it just for the love of insider trading. Rather than anything strategic or real.