It's 66% now. But that only makes my point stronger - why is a shovel-selling company that has been doing so well (at least as far as finance is concerned) having a one-day wipeout like this on relatively mundane news?
The company at the bottleneck makes the most money. This is memory right now. Intel sales are limited by memory output.
Might be another hedge fund that went full-on AI (see Situational Awareness) is not doing great and is trying to liquidate their inventory.