LYNX EQUITY ON NVIDIA ( $NVIDIA(NVDA.US)): “STEPPING AWAY”Lynx Equity downgraded its stance on NVIDIA, keeping a $160 price target but warning the stock is likely to fade. The firm cites weak early reception to GPT-5—which runs on NVDA’s GB200 platform—raising concerns about demand, along with export tariffs that may expand beyond China. While strong near-term guidance is expected, Lynx believes longer-term risks outweigh upside and is stepping aside.