AAPL, TSLA and NVDA Face Bearish Trends
China is a big source of supply for Apple, but it also accounts for 16% of revenue.
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China has accounted for over 20% of Tesla's revenue since 2020.
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30% of NVIDIA's sales are to China or Singapore (which is definitely not exporting chips to China 😉).
The impact of NVIDIA being essentially cut off from the Chinese AI market is pretty profound.
⬆️ Competition
⬇️ Cuda/Software Moat
⬇️ Total Addressable Market
NVIDIA isn't in trouble by any means, but China is the #1 competition fear because they HAVE TO make it work.
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