Home » Bear Case Scenario » Bear Case Sceanrio for Nvidia $NVDA, $AMD, $INTC, $TSM, $TXN, $BRCM, $ARMH

Bear Case Sceanrio for Nvidia $NVDA, $AMD, $INTC, $TSM, $TXN, $BRCM, $ARMH

Nvidia (Nasdaq:NVDA) is about to release earnings. Ponder this Bear Case Scenario:

Ultra fast product cycles make competition with AMD very difficult. Innovation must be a daily event.

Majority of sales come in a maturing desktop PC market. This is the wrong place to be.

The Tegra processor faces strong competition. Numerous chipmakers have strong offerings targeting mobile devices. Nvidia needs a big win here. None apparent.

George Gutowski writes from a caveat emptor perspective.