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Aiyo … no one is irreplaceable even a country President , worst case scenario is he is ousted or resigns by himself .. YTLP is not the only using Nvidia Chips … Mircosoft , Meta and AWS , Space X still his major customers although they have own chips .. nothing lasts forever..fortune favors the brave and bid farewell to those with weak hands and soft ears
Consensual relationship is not a big problem but allure from a spy related to China is not joke ….we are dealing with P . Trump who thinks he writes the law book for the whole book
Yes , but the margin is only 5% especially those overseas projects … used to be 10% to 15% ago .. hence they need to get at least 100B to hit higher profit in absolute terms .. nevertheless good pipeline of projects and good earnings visibility