Honestly, even NVDA could see challenge in 2025

I think the bigger picture story is that, the hyper-growth driven by non-stop spending in AI inrastructure is kind of a rear-mirror thing now. Going forward, the winner in this space will be re-defined. NVDA need to quickly find a new market beyond just datacenter GPU to sustain its hyper-growth. I think they are still fine for now with Blackwell, but if I dont see a new market developed by them by mid 2025, I may start to cut postition significantly as they will NOT be able to sustain this growth into 2026 with datacenter GPU only