No. of Recommendations: 1
I haven't read any of this thread, so apologies to start.

But I'll give you two things to think of off the bat:

1) Commoditization. There's no denying that NVDA is the biggest and most prolific player in the move to AI, but it won't be that way forever. It's so profitable that it's attracting competition, and with sales to OEMs, it's not about the *best* chip, but the *good enough* one.

2) Customer concentration: One customer accounted for 12% of all revs last year.

Very surface level, but thought I'd throw it out there.

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