And TSMC (and ASML).

It's shovels all the way down.

I bet the nerds making the PCBs, the jellybean parts and connectors are making mint as well.

Those 2 are close to monopolies anyway. Wouldn't matter either way.

Nvidia just got hit by Broadcom / Google on TPUs. There's also AMD behind its back. Not so simple.

Stock price does not say the same :'(

Oh, you think it's undervalued?

If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon.

Source?

can't just make a new fab in a year and capitalise on spike, and most big investors in it know it.

They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore.