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There is a number of index funds holding 7.5% of NVIDIA.

This consolidation is scary. I've started putting a little bit in emerging markets and China. I cannot trust the US long term, hopefully I'm wrong!



I see China as very risky due to Taiwan.


I see Nvidia as very risky due to their chips all being fabbed in Taiwan and Taiwan is risky due to China.


That’s not even the primary reason I think Nvidia is risky, but it is another important one.




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