$Taiwan Semiconductor Manufacturing(TSM)$
those who are new to NVDA $NVIDIA Corp(NVDA)$ — remember they don’t own Meta $Meta Platforms, Inc.(META)$ Tesla $Tesla Motors(TSLA)$ Microsoft $Microsoft(MSFT)$ or google $Alphabet(GOOG)$ .. They don’t own any customers.. They own high performing GPU chips that are very expensive and monopoly at the moment INTC $Intel(INTC)$ and AMD $Advanced Micro Devices(AMD)$ are working hard for second tier chips and they will sell at half the cost of NVDA Msft aapl meta goog Tesla are also working on their own chip design to give to TSM and make their own Then there is Huawei for Asian customers Cyclical order cancelation and slowness is common for NVDA Insiders are dumping !
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