Nvidia and AMD do not fall in "easy to predict". Half, or more, of Nvidia's demand base is like, what, 5 hyperscalers? Which themselves are driven by OpenAI and Anthropic? It's not a sustainable market. Meanwhile Apple's business and demand are very easy to predict, with near constant moderate growth. Apple is also much more sensitive to margins than the hyperscalers, which is why Nvidia can get away with 75% margin.