Canadian kid. Dual citizen. Spent adult life bouncing around the Midwest but call the Rocky Mountains home now. Are we Great Yet?! ๐คฆ๐ปโโ๏ธ๐คก๐ช
Carney: "American hegemony in particular helped provide public goods, open sea lanes, a stable financial system, collective security ... this bargain no longer works. Let me be direct. We are in the midst of a rupture, not a transition ... recently, great powers have begun using economic integration as a weapon. Tariffs as leverage ... "
$NVDA As a former Growth stock portfolio manager letโs do some back of the envelope math. Illicit China revenue is likely 10%-20% and Neo Clouds (which will go bankrupt) are another 10%-20% of revenues. So revenue at risk is 20-40%.
The only question should be how much are Nvidia numbers going to be cut and when.