Sell NVDA by May 29, 2026.

Apparently, figures associated with the administration are insisting the Nvidia, Google, and Amazon cannot sell chips/provide cloud services to Anthropic. https://x.com/deanwball/status/2027515599358730315?s=20 That’s a black swan event. Nobody, up until now, has thought the US government would try to shut down a major tech company by limiting its access to advanced hardware. I suppose the market could shrug, but it was already jumping at any bad AI news (or maybe insiders just knew this was coming).