What changed today?

Every major leader and CEO has obvious blind spots. They're geniuses at X but idiots at Y.

Look at all the great CEOs with ridiculous political views. It's fine: they do have vastly superior judgement, just not in areas where it doesn't directly affect their business.

For the NVDA CEO, it happens to be a woman. That puts him in probably the 80-90% of great leaders on whom that works.

Have you considered how many billions of dollars of Nvidia sales were through entities diverting chips to China?

While there's no doubt that this is not the majority of the company's revenue, it's also not an insignificant amount.

If you had to pin Nvidia's success on one thing, the honest answer would be "right technology, right time." Without AI...And the questions about how sustainable that market is are now being asked by the market.