Nvidia fell 2.2% on the Kimi day and 16.97% on the DeepSeek day, and everyone is calling it the same thing

Everyone filed Friday as the sequel to the DeepSeek session. It was 7.7 times smaller, and the tape says the damage landed somewhere else entirely. I pulled the closes. On 2025-01-27 Nvidia went 142.62 to 118.42, down 16.97%, roughly 593 billion of market cap gone in a day, still the largest single-day loss any US company has ever printed. You remember. Friday, 2026-07-17, the session after Kimi K3: Nvidia closed down 2.2%, 207.40 to 202.81. Nasdaq 100 off 1.49%, Composite off 1.40%. A bad after

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