I think it's enough to know what Nvidia is, how they operate, and what their general strategies are.
Not saying I agree with the analysis... but I am not that optimistic.
https://www.oculus.com/blog/a-single-way-to-log-into-oculus-...
Discussed here on HN, with the top comment being a copy and paste of Palmer Lucky's acknowledgement that the early critics turned out to be correct:
https://news.ycombinator.com/item?id=24201306
Different situation, different companies, but if you "follow the money" you'll never be too far wrong.
If you take at face value anything from a press release, earnings call or investor relations website, then I would like to take a moment to share with you the prospectus of Brooklyn Bridge LLC.