(https://www.cnbc.com/2026/08/18/contrarian-vs-the-crowd-one-trader-made-a-massive-bet-against-chip-stocks.html)—and they're targeting the right sector, but the thesis needs recalibration. NVDA's net margin sits at , not the consensus-beating often cited. More importantly, the real vulnerability isn't margin compression alone—it's revenue deceleration.

Research these companies