NVDA has high upside from explosive growth but high downside risk from circular financing dynamics that could accelerate a decline if demand softens.
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it's built for any weather is what you said compared to the likes of something like Nvidia. Um you said it is higher risk. Why is Nvidia maybe higher risk, higher reward, you wrote.
Yeah, I I really think that if you're looking to really see how much you could possibly make if if everything goes perfectly, Nvidia's the stock. We've seen the absolutely explosive growth and to me the risk that comes with it, right?
We've seen, you know, you've probably seen these diagrams that people call quote circular financing, where Nvidia is now paying its customers to pre-buy some of its equipment. And, you know, as long as the market holds, that's a really great way to kind of turbocharge uh their revenues here.
But, if we start to see that demand soften, if the chips are not going to be as valuable in the future as they're saying they are, basically, we're also turbocharging the downside, right?
That is a way to see the Nvidia stock actually collapse at a much faster rate than any of the other big seven.
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