NVIDIA is more dependent on China in terms of revenue than Apple. This is reflected in the sharper decline it has experienced due to export controls and tariff increases imposed by Trump. Over the past month, Appleβs stock has dropped by -9.22%, while NVIDIAβs has fallen by -12.58%. In the last six months, Appleβs stock is down -16.18%, whereas NVIDIAβs is down -23.01%. In other words, all signs suggest that NVIDIA is being hit harderβand will likely continue to be hit harderβby the current geopolitical shocks than Apple. For this reason, it seems highly unlikely to me that NVIDIA will surpass Apple in market cap within the next 45 days.
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Why do you think you're right?
Why might you be wrong?
NA



Star Commenter - Mar 2025

Why do you think you're right?
There are no signs of this happening and there are just 6 months ahead. Moreover, I think that the rising geopolitical tensions between the West and China will prevent a deeper collaboration between Huawei and the O-RAN alliance.
Why might you be wrong?
My knowledge of this industry is shallow

Why do you think you're right?
A dual-use facility seems very possible in the context of the Belt and Road Initiative, but I will start with 30% due to the short timeframe.
Why might you be wrong?
Increasing geopolitical tension may urge China to establish a base

Why do you think you're right?
Little change considering the count so far
Why might you be wrong?
/

Why do you think you're right?
From the last The Economist:
"Instead of an unconditional ceasefire, Mr Putin proposed only that both sides stop striking each otherβs energy infrastructure, an area where Ukraine has been landing some weighty blows on the invader. For anything further to happen, says the Russian government, Ukraine must accept a freeze on foreign military aid and an end to conscription and training, although Russia proposes no such restrictions on itself. Mr Putin also wants a solution to the βroot causesβ of the conflict, by which he really means an end to the existence of Ukraine as an independent country. Those are not the words of a man who is eager to compromise."
As one can see, Putin's offer is very unfair for Ukraine and Putin is not touched with equity arguments. Therefore, Russia and Ukraine seem far away from a ceasefire agreement.
Why might you be wrong?
Trump may pressure very hard Ukraine to accept an unfair agreement
On this war, I routinely scan regular US news (news.google.com), Russian news (gazeta.ru), Ukrainian news (unian.net, pravda.com.ua) and Twitter, where I follow some of the most partisan accounts on both sides. Each of these sources is pretty much garbage on its own but combining all of the different takes usually allows to reasonably reconstruct the truth. Specifically to the above, Zelensky did agree to the unconditional ceasefire after he voiced the desire for the halt to the energy infrastructure and maritime attacks - but that was completely meaningless because he knew (and everyone knew) that there is no way Russians would agree to it.
Specifically on Ukraine targeting Russian energy, there are tons of links but here is the most pro-Ukrainian one for maximum believability:
With the Russian air defenses mostly overcome and breached, the Ukrainians had enough time before the ratification of the ceasefire, allowing them to launch massive strikes on the remaining oil refineries still on their list. Geolocated footage confirms that Lyutyi drones struck an oil pumping facility in Saratov. These slow-moving drones are typically easy targets for air defenses, but their success in reaching Saratov, nearly 700 km from the Ukrainian border, indicates the effective suppression and destruction of the Russian air defense network. Ukrainian drones also struck a gas compressor station in Tambov, a key component of the Druzhba pipeline supplying gas to Central Europe, resulting in a complete halt to operations. Additionally, Ukrainians targeted refineries and oil depots in the Rostov and Krasnodar regions. Ukrainians also struck the Lukoil refinery near Sarepta railway station in Volgograd, located near a major railway station that directly supplies Russian units on the frontline.

Why do you think you're right?
I have very little technical knowledge on the subject. I am grateful to @DimaKlenchin for the technical explanations published here and also to @o-maverick for offering nice considerations and another view.
My impression is that a pathogen leak is already unlikely. Generating a pandemic from such a leak is even more unlikely. And having statements from two of these organizations is even more improbable, also for diplomatic and geopolitical reasons.
Therefore, I estimate the probability of the event at 4%.
Why might you be wrong?
I know very little about the topic
Why do you think you're right?
There seems to be a reasonable chance that Russia might deploy African Corps in Togo.
They are already present in Burkina Faso, which borders Togo, facilitating an "expansion" into the country.
Moreover, the African Corps (or Wagner Group) have proven particularly effective in mineral exploitation for Russia in Africa. In this regard, it is worth noting that the most exploited resource in Togo is phosphate, with its largest reserves located less than 40 km from the Port of LomΓ©βa deep-water port and one of Africa's major transportation and distribution hubs. Russia, being one of the world's leading producers of phosphate-based fertilizers, has significant phosphate reserves but may find extraction in Togo more profitable due to lower labor costs.
However, the resolution timeframe for this issue appears very short; therefore, I will start with a 30% probability for Togo. For the other countries, I will start with a 40% probability (more countries, more chances). And @belikewater has shown that Wagner Group is supposedly recruiting troops for Guinea Equatorial.
Why might you be wrong?
I dont know, they may be there already and no one has noticed
Sedimentary phosphate (such as that found in Morocco, Togo and Western Sahara) is typically closer to the surface and therefore easier and cheaper to mine. Sedimentary phosphate rock generally exhibits higher agronomic efficiency.
Igneous phosphate (such as in parts of Russia, Brazil, and South Africa) is usually embedded in harder, deeper rock formations, requiring more complex and expensive mining processes.
In this context, considering that Russian phosphate is igneous, it seems that pursuing exploration in Togo would make sense. In 2021, Russia was the 14th largest importer of phosphate in the world. However, they could also extract it for export to Europeβsimilar to what has been done in Syria.