hmmm this article seem to skim many important points
1. slow down of economy is artifically induced by Feds intentionally and is the intended outcome. The Feds now have lots of ammo in it's arsenal to stimulate the economy if it needs to.
2. Following point 1, Feds will be cutting rates if there are signs that economy is heading into recession or when their inflation target is met.
3. Nvdia is expecting sales growth into at leadt 2025.
4. Nvidia is currently irreplacable and into at least the next 2 years and this is still super conservative view.
5. AI actually increases productivity (read replace jumans) If economic downturn, company will look to replace expensive hu.ans and increase spending in software productivety tools
Nvidia: The Paper Gains Need To Be Converted To Cash
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