> lining up perfectly with their quarterly earnings call
Availability heuristic. A short seller was writing about Nvidia's China-disclosure problem in May. Huang's affair with Ms. Huang came out before Halloween. If one month before earnings is fair game, then you're going to have a lot of conspiracies to clean up.
It's a 3 week window each time each between announcement of meeting and actual meeting, not a month, and the May case does fall into it too. But I do get your point.