Time to sell. When they start becoming a platform, it means they have nothing more concrete in the near future. Sell now and buy again later once the price corrects.
Don't bet against a CEO who knows what is talking about, has 80% market share and an arm tattoo of his own company logo.... :-)
So far the short sellers, learned that bitter lesson.
Does a company like Nvidia has to have anything more concrete than newer, bigger and faster chips?
Selling is a bit exaggerated. Scaling up is almost always non-detrimental. But I do feel that NVDA is slowly falling to a stall because there are no exciting new modes of business coming out.
If you held and then sold Nvidia stock when they announced CUDA or GeForce Live, you'd now be now a big pile of negative money richer.
They still have to announce you can send an email through their platform.
I wouldn't be 100% against them, but it is disappointing that they don't have any better ideas.