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.