1. Nvidia's strong 2024 growth is overshadowed by concerns about its long-term value with its near $3 trillion market cap; 2. CEO's optimistic AI compute demand projections may not lead to sustained revenue/profit growth; 3. Diversification into new businesses may be ill-fated, as tech giants' historical attempts often fail to generate significant profits; 4. Management's emphasis on new ventures raises concerns about the core business strength and long-term growth risks.