Here’s what could trip up Nvidia stock…and a bunch of other big companies

If there is anything that could dent the bull thesis on Nvidia within the next 18 to 24 months it’s China.

Lost in the enthusiasm for Nvidia’s big quarter and outlook was a not-so-subtle China warning from the company’s top execs.

“Given the strength of demand for our products worldwide, we do not anticipate that additional export restrictions on our Data Center GPUs, if adopted, would have an immediate material impact to our financial results. However, over the long term, restrictions…

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