The three ways the wheels come off the bus for Nvidia “There are only three things that can go wrong. Either their direct customers stop buying compute, the financing breaks, or end-user demand weakens. Really, the only thing that can go wrong at some point, and it is not today, is end-user demand. The whole thing works provided the end customers keep exploding, and right now they are.” @rodriscoll Love to hear your thoughts @GavinSBaker @BenBajarin @TheStalwart