Can anyone present the bear case for Nvidia?


I’m a super bull on Nvidia, and I want to hear bear cases. I won’t lay out the bull case now (maybe in the comments), but I want to hear legitimate long term bear cases for Nvidia. Nothing about Russia-Ukraine or interest rates, because those are near term headwinds. I’m just trying to create a discussion and see if there’s anything I’m missing in my own research and analysis.

Thanks! Hope people can get something from this.


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