Palantir, TSMC, Apple, and their Concentration Risk

06/12/2024 5 min Episodio 16
Palantir, TSMC, Apple, and their Concentration Risk

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Episode Synopsis

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?
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