Not a single mention of the massive geo-political risk that Nvidia is in and the wider semiconductor industry. This is not FUD, as even Jensen knows it. [0] Ap

Not a single mention of the massive geo-political risk that Nvidia is in and the wider semiconductor industry. This is not FUD, as even Jensen knows it. [0] Apple is doing a smart move in de-risking that possibility so far [1]. But Nvidia has only just become more dependent on TSMC. The stock price looks like another great time to hit that sell button as everyone from your uber drivers and plumbers are chatting about Nvidia's stock going from all time high valuation, stock price, revenue and no competition (yet). When a single company is carrying the stock market, it just takes one miss and the market gets upset. [0] https://www.ft.com/content/ffbb39a8-2eb5-4239-a70e-2e73b9d15f3e https://www.ft.com/content/ffbb39a8-2eb5-4239-a70e-2e73b9d15... or https://archive.is/MAZYk https://archive.is/MAZYk [1] https://www.bloomberg.com/news/articles/2023-04-05/inside-apple-s-plan-to-move-iphone-production-from-china-to-india https://www.bloomberg.com/news/articles/2023-04-05/inside-ap...