What are the responsibilities and job description for the Research Analyst position at Pitch The PM?
Description
**Join me this Friday at 11 AM EST for a Webinar on THE BEAR CASE ON NVDA**
Registration link (open to all professionals): https://lnkd.in/ePFXFZ9j
We will discuss 5 key points:
1) Customer capex from a couple Big Tech customers is flattening out sequentially and that should make it hard for NVDA to continue to beat already high expectations for $4B of QoQ revenue growth
2) The S D for GPU's is already seeing PRICING pressure in the rent by the hour market - the canary in the coal mine?
3) Increased competition from customer chips and Chinese chips should erode market share and margins in the medium-term
4) The underlying GPU customer economics appear unsupported by returns and are being driven by an "Arms Race" mentality that could become fragile with declining stock prices recently
5) The S D for NVDA stock seems stretched with a heavy weight towards retail. Levered NVDA ETF's are a warning flag
Qualifications
Professional Investors and Portfolio Managers
Note: This job description is intended to give you a general idea of the duties and expectations of this role and is not exhaustive. Other duties may be assigned as the business need arises.