(https://www.marketwatch.com/story/nvidia-is-getting-too-big-and-thats-a-problem-e1edabff?mod=mw_rss_topstories)—and MarketWatch nailed the narrative, but the real risk is earnings deceleration, not margin collapse. NVDA posted in annual revenue with net margins and in net income, but the sequential trajectory is the real story: Q4 EPS of represents a sharp deceleration from Q1's $4.90.

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