$NVIDIA Corp(NVDA)$ I think Nvidia's a quality company with a quality product, and I don't think the AI market is going away. However, I think that two key risks to this stock, at this price, are:
1) a competitor comes up with a product that, if not superior to Nvidia's, is at least close enough to significantly degrade Nvidia's margins, or (perhaps more likely):
2) an advance in LLM software technology significantly reduces the amount of compute needed to train the models.
Scared Ron Burgundy GIF by The Late Late Show with James Corden
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