What percentage of NVIDIA's revenue currently comes from China?
Risk-Reward Ratio in Tech as Geopolitical Risks Increase

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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
10-12%
15-16%
20-22%
25-26%
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What aspect of NVIDIA's business is highlighted as having a longer-term impact on its margins?
Its software element
Its customer service
Its hardware innovation
Its marketing strategy
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the current trend in investment focus according to the transcript?
From software to semiconductors
From semiconductors to software
From utilities to tech
From consumer staples to tech
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which companies are mentioned as having higher conviction calls in the portfolio?
Apple and Google
Amazon and IBM
NVIDIA and Meta
Tesla and Intel
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the investment strategy described as a 'barbell approach'?
Focusing only on high-risk tech stocks
Avoiding all tech-related investments
Balancing tech investments with consumer staples and utilities
Investing solely in software companies
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