According to Edward Dowd, Nvidia's latest quarterly report reveals an increase in accounts receivable DSOs (days sales outstanding) to 53 days from the previous pattern of 35-40 days, suggesting the company may be stretching its performance to meet quarterly targets. This change is interpreted as a sign of a market bubble potentially starting to burst, as similar patterns have been observed in other hot markets. Traders should monitor Nvidia's financial metrics closely as they may impact stock price movements.

According to Edward Dowd, NVIDIA's recent earnings call highlighted a 32% sequential increase in Accounts Receivable Days Sales Outstanding (DSO), which was not addressed in the prepared remarks or Q&A, raising a red flag for investors. Additionally, questions regarding the shift in geographical revenue from China to the US were inadequately addressed, adding further concern for traders.