$NVDA — Hardware Rotation, Nvidia Momentum and China Demand Risk: Market Narrative Tightens Around AI Infrastructure

$NVDA $TSLA — A pronounced rotation into AI hardware and optical infrastructure dominated market moves today, with Nvidia extending a seven-day run even as the streak showed signs of strain ahead of an inflation print. At the same time, a report of Tesla retail weakness in China and a flurry of 8‑K governance filings added nuance — and new questions — to positioning across market caps.