AlphaQ4ever
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$NVIDIA (NVDA.US)$ Yesterday, I mentioned it was a bear trap. How many people didn’t believe it?![]()
And then they foolishly sold off their positions
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$NVIDIA (NVDA.US)$ "We expect a strong report ... with a meaningful beat and raise," Melius Research analyst Ben Reitzes wrote in a research note. "[Nvidia] shares trade well below its long-term growth rate and at a stunning 50% discount to shares of AMD, adjusted for the impact of stock options."
Reitzes has a Buy rating and $380 target price on Nvidia stock, the highest price target of any analyst on Wall Street tracked by FactSet. Sixty-five of those 70 analysts rate Nvidia shares a Buy.
Reitzes has a Buy rating and $380 target price on Nvidia stock, the highest price target of any analyst on Wall Street tracked by FactSet. Sixty-five of those 70 analysts rate Nvidia shares a Buy.
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$NVIDIA (NVDA.US)$ load up for next leg up!
AlphaQ4ever
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The cause: April CPI came in hot at 3.8% YoY. Core at 2.8%, above estimates. Iran ceasefire looking shaky. Oil spiked. Rate cut hopes faded.
This is a macro dip — not a tech breakdown.
What hasn't changed:
🟢 $NVDA — Wells Fargo just raised PT to $315. Earnings May 20. $650–725B in global AI capex projected for 2026.
🟢 $MU — HBM3E orders stretching into 2027.
🟢 $AMD — still +90% in a month on real demand.
🟢 Hyperscaler capex from MSFT, GOOGL, META, AMZN — still accel...
This is a macro dip — not a tech breakdown.
What hasn't changed:
🟢 $NVDA — Wells Fargo just raised PT to $315. Earnings May 20. $650–725B in global AI capex projected for 2026.
🟢 $MU — HBM3E orders stretching into 2027.
🟢 $AMD — still +90% in a month on real demand.
🟢 Hyperscaler capex from MSFT, GOOGL, META, AMZN — still accel...
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AlphaQ4ever
commented on
$NVIDIA (NVDA.US)$ I wonder if anything will come out of the visit to China
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AlphaQ4ever
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