A truckload of Nvidia gear worth $11.4 million just vanished into thin air. This is crazier than a ghost story. Six pallets of hardware left Oakland for Texas, and then both the truck and the cargo disappeared without a trace. After doing this for so long, I’ve realized that position sizing always matters more than calling the market’s direction. No matter how valuable the cargo is, it’s all for nothing if you bet on the wrong logistics. So what’s the takeaway? I haven’t figured that out yet either.