Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another for 14%.

No stock has benefited more from recent AI developments than Nvidia (NASDAQ: NVDA), which is up over 900% in just the past three years and is the world's most valuable public company with a market capitalization of over $4.

Advanced Micro Devices Inc (NASDAQ: AMD) has already rallied nearly 30% since early April but Rober Schein – the chief investment officer of Blanke Schein Wealth Management believes the AI stock is not done pleasing its shareholders just yet.