$NVIDIA Corp(NVDA)$ The vast m

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$NVIDIA Corp(NVDA)$ The vast majority of NVDA's revenue comes from 5 companies spending nearly their entire free cash flow on GPUs. What happens when those companies build out their stack and don't need to dump their entire free cash flow into GPUs anymore? No-one seems to be doing fundamental valuations these days, but Nvidia belongs at $50. It will follow $SUPER MICRO COMPUTER INC(SMCI)$ lower

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