NVIDIA fell another 5.87% today and has dropped more than 10% since rumors emerged about Jensen’s alleged misconduct with Alice... Concerns are growing that Jensen may be fired or that NVIDIA’s confidential information may have been leaked, although no public evidence has yet confirmed these claims. Today, additional reports surfaced regarding Alice’s company, Megaspeed, in Singapore. According to The Information, a network of companies linked to Alice is believed to have engaged in NVIDIA chip transactions worth at least $7.5 billion, including chips subject to export restrictions to China. Notably, there is information suggesting NVIDIA was aware of suspicions surrounding Megaspeed beforehand. NVIDIA’s legal team reportedly contacted the U.S. government last year regarding an investigation into the company. Furthermore, data on the volume of chips sold and end customers remains unclear. In summary, Thuận understands why the market is concerned. But so far, there is insufficient evidence to conclude that Jensen or NVIDIA intentionally violated any laws. The issue may lie in post-sale chip management and control, but more serious possibilities cannot be ruled out. All scenarios remain possible, but what we clearly see now is that the market is reacting to uncertainty.