Recent SEC disclosures regarding Nvidia's financial health, specifically concerning finished goods, accounts receivable, and prepaid capacity, contributed to the stock's decline.

“Uh, number one, I do think the reveal of what we talked about regarding Nvidia's documents had one contributor to this. Remember the video where we talked about the increase in finished goods at Nvidia, the uh accounts receivable at Nvidia, the coreweave guarantee, the 12% decline in prepaid capacit”