Jay Goldberg stands alone on Wall Street, holding the only sell rating on Nvidia while nearly everyone else keeps cheering the company higher.

Jay works from a cluttered home office in a three?story Victorian near Haight?Ashbury in San Francisco. According to him, the problem is simple. “There’s a lot more that can go wrong with Nvidia than can go right,” Goldberg said. Out of 80 analysts covering the company, 73 have it rated as a buy. Six call it a hold.

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