This deep developer lock-in gives NVIDIA Corporation (NASDAQ:NVDA) an almost iron grip on the high-performance computing industry. It is very hard to pin this compression to a fundamental weakness in the NVIDIA Corporation (NASDAQ:NVDA) business. This article will aim to highlight the factors behind the shifting sentiment around NVIDIA stock on Wall Street since late 2025. In recent months, despite delivering quarterly revenues of more than $81 billion and tripling the net income, NVIDIA stock has entered a period of consolidation. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.