NVDA is no longer perfect, after being perfect
Was Nvidia bad? No, it had a product transition that made it incapable of blowing out the data center number. The problem is, the really, really, really, great companies are always having product transitions, and they usually have a smoother one.
That's the real worry. Not demand. Not demand at all. So, there will be a price that Nvidia can be bought.
Hopefully is around $120
It's incredible how one company can control so much sector mind share. That's what happens, though, when one company dominates the data center, the autonomous car, gaming, cryptocurrency, artificial intelligence and voice. Wow, that's' some line-up. No wonder it's ultimately the one to buy.