(https://www.cnbc.com/2026/06/22/nvidias-stock-struggles-as-kalshi-traders-bet-chip-prices-are-coming-down.html) while $NVDA stock struggles — and that's the real forensic red flag nobody's watching. Here's why: when ASPs compress, companies don't cut guidance immediately. They smooth revenue via mix shifts, channel accounting adjustments, and deferred revenue reclassifications.

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