No. of Recommendations: 14
Infected by all the enthusiasm for Nividia, I took a tiny think-about-it position in mid-May, and then sold out three days later when I actually thought about it (chip maker, hardware, no recurrent revenue, relying at least a good part on orders from huge companies, revenue flattening out in past three quarters [$2.00 billion, $2.17 billion, $1.94 billion], earnings flattening out in last three quarters [94, 113, 85], etc etc).

I'd be curious how others who are invested in Nividia overcame these objections, or do you just feel that AI will be so big that the rest doesn't matter?

Saul
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