More long term than any other?
This. The lawsuit is ridiculous, taking the stance that "You sold $2bn worth of chips, but didn't precisely tell [Wall Street] which type of customers bought which type of product."
(Directed to the plaintiffs)
So let me get this straight: nVidia never lied, in any fashion, as to how many units it sold in total. You aren't arguing that point. What you ARE arguing is that nVidia didn't divide out markets to your satisfaction because you wanted to hedge your bets only in one direction, that being yours, and if nVidia wasn't doing precisely what YOU thought they should be doing, you may have double-guessed how much play money you expected your bets to double down on.
Here's the thing: no company is *required* to split out market analysis for each product sale. Companies deny sales details, customer or product specifics all the time. They do it because scum investors want to play roulette with only the parts of a company that makes them happy - the Carl Icahn scenario. Where a company isn't doing good unless they are doing things MY way.
So you played only because you wanted to see numbers that made you, exclusively, happy. Damn the fundamentals of the business, are they trendy NOW, I want instant returns. I'll bail if things don't go my way, so make sure they either go my way *or* you give me advanced warning (market analysis, even to the point of future projections).
My pinky-sized fiddle is playing for you, dear.