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Posted by
Two Blokes May 27 -
Filed in
Stock
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2 views
Nvidia faces major risks from escalating US-China trade tensions, with Chinese competitors rapidly gaining market share and threatening Nvidia's international growth prospects. The company's premium pricing and high valuation multiples are unsustainable as the GPU market shifts toward total cost of ownership and lower-cost alternatives. Recent margin compression and negative EPS revisions signal that Nvidia's forward growth will likely underperform, justifying a strong sell rating ahead of earnings.
