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>> What's really going on?

A shell game. This is the distraction portion. Then comes the switch, the reveal and the swipe. Watch the market indicators. Nobody buying and selling shares in a trillion-dollar company cares one iota about extramarital affairs. Something else is happening.

They might not care about affairs, but they are probably interested in the possibility that Nvidia circumvented US export controls, is being covertly influenced by China, and so on
First person who gets it. It’s 2026, there is no moral panic here. Shareholders don’t care. It’s all completely fake and orchestrated as cover for some other purpose (To offload shares or otherwise).
A financial casus belli, real or manufactured.