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by deevolution 1501 days ago
A risk to someone else is an opportunity for others. Risk is very subjective here
1 comments

What? The premise is very clear - NVIDIA stock has seen a meteoric rise off hugely increased sales, investors are concerned that nvidia is hiding the share of sales attributed specifically to a new volatile demographic (crypto in this case).

It’s like if Intel had 50% of their business from Apple and investors wanted to predict the impact of the M1 chip on their sales.