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Palantir, TSMC, Apple, and their Concentration Risk
Palantir makes about 55% of its revenues from government contracts. That seems to be a lot of dependency on just one customer. Apple also apparently depends heavily on TSMC for semiconductor chips. That seems to be a lot of dependency on just one vendor. Is that a risk?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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By Zerodha VarsityPalantir makes about 55% of its revenues from government contracts. That seems to be a lot of dependency on just one customer. Apple also apparently depends heavily on TSMC for semiconductor chips. That seems to be a lot of dependency on just one vendor. Is that a risk?
Zerodha Varsity on Social Media:
Instagram: https://www.instagram.com/zerodhavarsity/
X: https://x.com/ZerodhaVarsity
YouTube: https://www.youtube.com/@varsitybyzerodha
Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.