Yep, that part sucks
I think NVDA is a hard model for analysts to understand, they dont easily fit into a category
They play in so many places that they doubt their ability to execute on all front concurrently - yet they do exactly that
And now with an entry into hand held gaming - well , it drives analysts nuts
How can a SOC analsyst understand the hand held gaming markets ?
GPU? Yes, but also compute, Mobile
Mobile chips? Yes but not a big player yet