1. Nvidia's moat is under pressure from startups, Broadcom, AMD, and Big Tech's in-house AI chips, with inference markets diversifying and startups gaining niche traction. 2. U.S. restrictions and China's push for domestic AI chips cut Nvidia's China revenue share from 24.6% in 2022 to 12.2% in 2025, weakening growth prospects. 3. Despite a $5.83T 2027 EV forecast, slowing growth and cyclical risks could spur volatility; current EV of $3.13T offers a 24.21% margin of safety for now.
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