Came across an article making a bear case for NVDA, TSLA, and AAPL. For NVDA, they did $89B in data center chips last quarter, but big cloud providers like Amazon and Google are pushing their own custom chips. The stock is priced for massive growth, so any market share loss is a risk. For TSLA, the main concern is the Optimus robot. Musk is targeting 2027 for mass production, but competitors like Figure AI might hit the market first. A lot of the current valuation assumes these robots ship on time. For AAPL, iPhone revenue bounced back, but the stock is basically at its $333 price target. With John Ternus taking over as CEO, they're relying more on outside AI like Gemini and ChatGPT instead of keeping everything in-house.