NVDA’s sales momentum is unsustainable. We know there were h...
NVDA’s sales momentum is unsustainable. We know there were hoarding by Chinese companies ahead of US restrictions. And these chips are not consumables, ie once a datacenter is built its chip demand will drop off. Besides the compitition is heating up and some customers are starting to design their own chips. Therefore NVDA is a long term short candidate. NVDS is the way to go.
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FearGreedOP : The thesis of long term bearishness for NVDA is valid, but the timing is off. There seems still some gas in its tank and it will carry the stock higher, maybe even a dramatic blow off top, this year.