Warren Pies
@warrenpies
Founder @3F_Research | PM $FCTE - fullcycletrend.com | Formerly with Ned Davis Research | Recovering Attorney (step 4)
ID: 2326980139
http://3fourteenresearch.com 04-02-2014 11:42:17
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Agree w/ Brent here. I would add to the list of risks the transition of GPUs from a state of scarcity to more abundance based on GPU availability data Fernando Vidal tracks. We wrote about this dynamic and the list of potential market headwinds last month (excerpt below).