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Why do you think you're right?
Nvidia has excellent earnings but won’t be able to edge out Microsoft absent a major new contract or agreement. The chance that Nvidia edges out Apple are much higher, around 80%.
Why might you be wrong?
Nvidia may sign a new deal or Apple and Microsoft may be unable to diversify their supply chains fast enough and begin to pass along cost immediately to their consumers, which will cause shocks to their share prices.