Here's your summary from Nvidia Downgraded on Valuation Concerns by New Street’s Ferragu (https://www.youtube.com/watch?v=-Te7hwfut2o) on the Bloomberg Television channel:

**TLDR:** Nvidia was downgraded due to concerns about the company's ability to meet expectations based on supply chain capacity, signaling a potential slowdown in growth.

1. New Street's Ferragu downgraded Nvidia based on the discrepancy between expectations for the company and the supply chain's capacity planning.

2. The datacenter business of Nvidia has grown significantly in recent years, leading to concerns about a potential slowdown in growth.

3. While the valuation of Nvidia is still reasonable, it is rich enough to suffer if the company fails to beat expectations.

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