NVIDIA - Graphics are in its blood, but how long before PC graphics stall? Nvidia is the maverick of semis, lots of cash to drive buybacks, but with over 40% of earnings coming from Intel licensing agreement due to end in the next few years, how does it fill this void? Tegra has failed to deliver on its plans and with autos ramping (its biggest growth opportunity) there seems limited scope to restructure here.

NVIDIA

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