1. Nvidia's Q1 revenue growth slowed to 12% sequentially despite 69% YoY increase, marking its weakest growth since the AI boom; 2. US export bans on H20 chips to China resulted in $4.5B inventory charges and intensified competition from Huawei; 3. The stock's high valuation (32x forward P/E) appears unsustainable amid decelerating growth and unaddressed China risks, prompting a 'strong sell' recommendation.