now at Seeking Alpha:
Nvidia's Competitive Outlook
While Nvidia is actually one of my favorite companies from way back, I have not owned the stock for years. Partly that is due to my shifting my earlier mostly IT technology portfolio to one that has become more than half biotechnology. You can also see notes on last-week's Nvidia Second Quarter 2013 analyst call (Q2 fiscal 2014)
Next up is Applied Materials. Marvell Technologies reports on Thursday, so I am likely to write about that on Friday.