In the SemiAccurate forums he said recently (last day or so) he's been working on a piece about Nvidia's trouble getting Tegra 4 wins. I'd go find it and post a link but Yahoo! makes it too hard to share links... go to SemiAccurate, then the forums, and do a search for posts by Charlie if you want to find it yourself.
Hit piece coming. But maybe he'll wait until after earnings are out to avoid the risk of looking dumb if they beat & raise.