### Comment:
For a normal stock, I would also. But semiconductors have lower P/Es and get hammered if they miss once. Look at OLED

### REPLY:
OLED is materials,  not semis. They are levered purely to volume of OLED production and were hammered on the fact that adoption roll out is pushing back. Different situation. In the event of a downturn, I actually think Nvidia is well positioned to maintain earnings

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