Agreed, it has been very bubbly across the board. However, I think Nvidia (AMD as well) and Ethereum are especially correlated as first and second order effects seem proportional to incentive feedback into their respective ecosystems. Ethereum has been hounded by the 'wastefulness' of mining, which is to say 'proof of stake' wasn't born in a vacuum. Likewise, Nvidia GPU's were being bought at many multiples of msrp in BULK! Call it a perfect storm, call it what you want... but Nvidia has a tough road ahead.