Not worried at all about Nvidia's concentrated customer base, says Albion's Jason Ware
Jason Wear is chief investment officer at Albon Financial Group. He also is not going anywhere. Um I guess the question Jason is is Nvidia are you as a stockholder worried that 56% of their accounts receivable are three companies.>> Yeah, we're not worried at all because you know as Christina pointed out these are the companies with the most financial firepower and they continue to spend and that's what they tell us every quarter. They're hyperscalers. They're saying we're spending a ton of money.And to jus ...