NVDA's two Black Mondays: -17% on DeepSeek shock vs only -4.3% this time
cfregly · x · 2026-11-11
Comparing NVIDIA's two worst Mondays: the stock fell 17.0% ($142.62→$118.42) on the Jan 27, 2025 DeepSeek shock but only 4.3% ($186.64→$178.67) on Nov 9, 2026. The author jokes that Jensen's apology gets NCCL-Broadcast from the root GPU to the board, Lori, Alice and every shareholder. The market's reaction to China-driven AI shocks has clearly dulled.
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