Analysts are very bullish on Nvidia’s stock. This holdout defends his cautious view. - MarketWatch

1. D.A. Davidson's Gil Luria maintains a neutral outlook on Nvidia shares. 2. Supply-side disruptions in China may prolong Nvidia's growth cycle. 3. Competition from customers like Amazon and Google pressure Nvidia's market share. 4. AI and smaller language models may affect demand for Nvidia's GPUs. 5. Nvidia's revenue could reach $180 billion due to increased AI spending.