Nvidia's China Problem: One Of The Risks Investors Can't Ignore (NASDAQ:NVDA)

In the last few years I have constantly been wrong about Nvidia Corporation (NASDAQ: NVDA ) and underestimated the growth potential for the business. In my last article about Nvidia , published in June 2025, IMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap t ...