At this point, directly betting against semiconductor stocks – especially if they’re named Nvidia (NASDAQ:NVDA) – should first come with a warning. The sector continues to defy gravity, with demand seemingly pointing to a limitless ceiling.Nevertheless, one must figure that even mighty Nvidia will reach a saturation level where the upside returns can no longer justify the downside risks. However, we know that technology continues to march perpetually forward, which puts investors in a quandary. Still, I sho ...