> Combined, the three companies raked in, on average, some $404 million in profits every day for the last three months.

Just for perspective, Nvidia's daily profits for the past quarter are $641 million. For Apple it's $327 million.

If you constrained the inputs of Apple or Nvidia then their sales and profits would tumble (just look at what happened to Apples stock price in the last week because of the memory chip shortage).

Off the top of my head I can’t think of another company or industry that would profit from a supply side shock the way the oil industry does.