their NVDA last annual revenue was around 26bil dollars, but around 30% came from taiwan, 20% came from china, 25% came from other foreign countries ex-US. so majority is foreign country and its likely the us will put more restrictions on sales from china, which will just crash their biggest customer market. there's also uncertainty to how much will come from taiwan or other foreign countries if those places have a recession or something, if this was ANY other company the stock will tank, but since its the biggest chip company here and people think it can just outmanuver policy or maybe a recession? how is that even justified? so even if the us market doesnt have a recession how would it be able to recover uncertainty in sales declines from other markets?
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