Customer concentration risk for Nvidia cracks me up. I feel like it's a line from analysts that were struggling for a bear argument. Everyone on the planet is lined up around the door for Blackwell - not just companies, but countries. They have a supply problem, not a concentration problem.
Congrats fellas!
Customer concentration risk for Nvidia cracks me up. I feel like it's a line from analysts that were struggling for a bear argument. Everyone on the planet is lined up around the door for Blackwell - not just companies, but countries. They have a supply problem, not a concentration problem.
Ren's more excited than Big Kev!
excellent and nuanced advice from charlie
Thanks
USA 🇺🇸
Sell your GGUS and sell your GEAR ETF. Follow your own advice and diversify. Reinvest during the next correction.
Trump’s so “pro business” he’s been bankrupt 6 times, Charlie 😂