Thread regarding NVIDIA (NVDA)

China was once a major hub for data-center and AI-hardware demand. Losing access after export-controls and political backlash doesn’t just cut a slice of revenue, it slashes a mountain. Now the company has to rely on western demand and cloud growth alone, which may not make up the difference. At the same time, global AI demand outside China still grows, and if NVIDIA nails new product cycles and stays ahead of competition, maybe they’ll offset the loss. But don’t kid yourself - this is one of the biggest wildcards the stock’s seen in years.