No. of Recommendations: 12
"I don't remember anyone expressing any negatives or worries about the company."

Here's a few for you Saul...

1) Qualcomm comes along and boots Nvidia out of graphics and servers the way it booted them out of mobile
2) Graphics and Gaming becomes a saturated market and upgrade cycles lengthen
3) AMD out performs them in Graphics for Gaming and VR markets
4) Microsoft keeps the WINTEL duopoly going through X86 standards and re-asserts itself in servers
5) Cyclical chip industry tending towards commoditisation hits Nvidia
6) AI turns out to be a crock of old nonsense or even if AI does deliver chips aren't the answer (perhaps the solve is at the Big Data end rather than the peripheral end with the processor chips
7) ARM system licensees outperform off the shelf purveyors e.g. Apple A10 vs Qualcomm Snapdragon

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