This strikes me as weird. They're facing more competition in AI than ever before, with Habana (recently bought by Intel) significantly outperforming their existing GPUs.
Competition from AMD seems to be picking up, slightly, and Intel is about to enter the fray.
Plus, figure they're about to lose the entire Chinese market, as China implements its plan to eliminate foreign tech suppliers.
And self-driving cars? They don't seem to be hitting the mainstream any time soon.
Considering all of that, I'd have to look at what kind of vested interests this analyst has in the matter. Smells a bit like a case of pump-and-dump
As for me, I have no financial stake in either Nvidia or any of their competitors.