Alright, alright, alright... enough about Nvidia already.Shares of the company are down 4% and the Nasdaq is down 1.4% in a move that's gone in lockstep. The options market is pricing a +/- move of 9% in NVDA shares when earnings are reported after the bell and that will easily move the Nasdaq 2% tomorrow.I tend to think this shakes out much like the FOMC decision -- lots of angst and then lots of relief.That said, it takes a lot to justify a $3 trillion valuation and even the slightest sign of distant weakening and the whole AI trade can come unravelled.Yesterday, I wrote about the short report on SMCI and today, shares are down 26% and have erased much of the meme-style runup to start the
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