New Street Research analysts have downgraded chipmaker Nvidia (NVDA) to a Neutral rating, citing limited upside for the tech giant. Yahoo Finance's Myles Udland discusses the analyst call with the Market Domination team. The analyst highlights the need for faith in Nvidia's outlook beyond 2025 for any significant upside. While the quality of the franchise remains intact, valuation concerns seem to be the main issue. Nvidia's impressive rally in recent years has led to questions about sustainability and potential correction. Portfolio managers are advised to consider both fundamental and technical factors in assessing Nvidia's future prospects. Amid the market's high concentration in a few mega-cap stocks, concerns about the impact of any faltering in Nvidia's performance loom large. The stock's current pullback suggests a need for consolidation and time for further growth. Overall, the market dominance of Nvidia raises important questions about market sustainability and risk management.