Apparently there’s a new popular trend to bearpost trillion dollar companies.

Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed.
-> if the company doesn’t respond, stock prices/sentiment are damaged.
-> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them
-> Poster gain more impressions, then does it again with more views the next time.
Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.