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Bear Case Scenario for Nvidia Shareholders $NVDA

Rapid product cycles make it difficult to maintain lead over AMD. Very easy to stumble. Hard to recover.

Everyone knows mobile is where it’s at. Everyone has some kind of a plan to get a bigger piece of the pie. Competition is and will continue to be fierce.

Too much of current revenue comes from a maturing desktop market. Nvidia is vulnerable to macro trends.

George Gutowski writes from a caveat emptor perspective.

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