$SpaceX(SPCX)$ About a year or so ago, some random Chinese company claimed they could train and build AI compute at 1/100 of the cost of NVDA, and NVDA dropped around 8% in one day. Then it was back to business as usual, and that 8% was recovered within a week. Feels like the same kind of thing is happening here. A bounce back to $140 by the end of next week looks pretty easy from where I stand.

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