The road attaches NVIA (NVDA) to its market traveling report next week.
Despite China-based depths trying to remove the Super Bullish Ai Theis before this year, the road wall still sees a global infrastructure in the world. He is angry 2025 Capex Capex considering HyperersCaler such as Amazon (AMZN) and Meteta (Meta) is allocated at this time for money to emphasize the point.
“Next time tens of investment [in AI] It happened, “Russell Invest Cio Kate El-busyi tells me.
However, that does not mean there are no monitoring signs to the report that Nvidia received.
Yahoo’s financial data shows the first quarter of Nvidia about the capacity of each dose in the past 30 days. The road also did not press their estimate of NVIries for more than 60 days.
NVIria is also between AI shares are most attractive yet.
For the main price-to-ad-ad-real (PE) Multiple Data, Yahoo Financial Data shows NVIFA’s trade in 32 times. Broadcom (Avgo) and Marvell Technology (MRVL) is notified in 35 times and 41 times, respectively. Catching camps (arm) clocks in 76 times.
“I can say that I will not want to be jensen [Nvidia CEO Jensen Huang] Obviously that WOW, some people work in the same things, “Microsoft (MSFFT) Bill Gill Gopender Together Tell me about Kid Podcast for Yahoo Finance (listen below).
Here are street vibes for a few days before Nvidia received by February 26.
“Despite the latest Impact of Time Impact from Deepseeek’s Low Fort Action, HypersCalers actually reviewed 4% of the FY26 Data Environmental Rate by 11% to $ 209 Billion after the Nvl rack [Nvidia data center product] Consideration, but forecast for our FY26 data money remains 14% more than $ 184 billion. However, we believe there is always a great pressure for Nvidia to bring the power of the operation of the Oversum office after B300 / GB300 Roadmap to see if it is possible. “
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Average: Re-extended to excess
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Target price: $ 190, from $ 180
“While producing issues reduces the shipment of GB200 -B200 based on HGX with X86 Head Node; 2) Deepseek, and and a limited Huawe Ascka A admit [custom chip]created a variable with the need for H20 GPU from China CSPS; 3) We believe that NVIDIA customers, especially social service providers, funding its inventory from EMS providers, successfully selling the delivery of the EMS is known as the income. As well as, we propose our prices and pricing target and we believe Nvidia’s powerful effects should sell any dynamic worries can make the intensity of Ai Capex power. “
