I should note that, thanks to one of my sons, I’ve had a large position in NVDA from back when it made video chips. Like any stellar growth company, it has morphed itself a number of times. I’ve been sell slowly for some time, mostly because of position size. My reading of the income statement is that the operating margin expansion that has helped drive profits growth may be reaching a peak, which is a potential concern–if we assume that those who didn’t see this source of operating leverage before are still in the dark.