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No. of Recommendations: 2
It may be oversimplifying, but crypto is still such an emerging market and cycles outside of crypto have probably been easier to predict/forecast/manage.

Mgmt may simply be saying "demand is hot now, but we don't know if this thing is a bubble or the future or what. So here is some conservative (cautious) guidance on crypto."

I still think crypto, while weighing on supply/demand, is not a driver for NVIDIA that really matters. For me the focus hasn't wavered on: gaming/esports/streaming-gaming, AI/research/massive compute for data analytics and real-time BI, Autonomous cars. I even liked the Nintendo Switch and Shield TV angles more than I think about crypto.

NVIDIA has never been about crypto, at least to me...just gravy and another use case.

Dreamer
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