Nvidia Just Got Too Cheap (NASDAQ:NVDA)
1. Nvidia's gross margins fell to 73.5% due to Blackwell costs. 2. High customer concentration involves three clients over 11% each. 3. Tariff threats on TSMC may pose geopolitical risks. 4. NVDA trades near 10-year average at 18x price-to-sales. 5. Demand for NVDA's products expected to remain strong.