NVDA was hammered yesterday by news of the Chinese company DeepSeek that was able to produce an AI application with much less money. If this can be replicated by other companies, the stranglehold that NVDA has on the AI processor market will be significantly diminished. The question will be, "Will NVDA be able to get the extremely high revenue from each processor that they sell as others seek alternatives in the AI space?" I don't know that answer to this, but this is sure a good time to have a wide margin of safety. One form of a margin of safety is to own the stock very cheaply.
Attached are some significant charts of NVDA's fundamental metric trends which give you a clear idea of what has transpired with the chip behemoth. If you look at a lot of companies, you would see these trends as the "gold standard" of what you want your stock's financial metrics to be.
The question is, "Can NVDA continue to perform at these levels if competition starts giving them a go for their money?"
