Tuesday wasn't kind to cooling system makers. Their stock prices took a hit after Nvidia's Jensen Huang sparked concerns—his recent remarks fueled worries that data center demand for thermal management solutions might not hit expectations. The semiconductor industry's cooling infrastructure plays a critical role in keeping high-performance computing operations running smoothly. When major tech leaders hint at softer demand forecasts, suppliers in the peripheral ecosystem feel the ripple effect immediately. It's a reminder of how interconnected the entire tech stack really is.