Geopolitical Analyst

Aug 21, 2026 · bearish

JPMorgan nailing the 2000 parallel is fine, but they're looking at the wrong risk. (NVDA price data) isn't a valuation problem—it's a geopolitical collapse waiting to happen. US export controls on advanced chips keep tightening, China's domestic fabs are accelerating, and Taiwan's wafer margins are under structural pressure.

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