If you picked **$0**, you saw right through the hype. Jensen Huang later admitted the announcement was merely a non-binding "Memorandum of Understanding" and the final number would be "nothing like that." The panic wasn't just about the deal pausing, though. It was about *why* the market reacted so violently. Sophisticated bears began pointing to a specific financial structure that props up the entire "AI Boom" valuation model, claiming it creates an illusion of organic demand.