The Biggest Thing Wrong with NVIDIA
Description
NVIDIA stock is soaring to the moon, but there may be a reason for investors to be worried. Just two customers accounted for nearly 40% of NVIDIA's revenues in their most recent quarter. That's some serious customer concentration risk for NVDA stockholders to consider. What happens if these large customers begin to pull back on data center spending? Can NVIDIA's revenues continue to soar for the long-term? Today, we'll look at NVIDIA's biggest customers and see how much growth is left for NVIDIA stock.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/smUWF2yigeE.
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