One of the largest bulls in NVDA in Wall Street stands in the face of fierce sale in stocks.
Vivek Arya repeated from Bofa from Nvidia as his best choice for 2025 on Tuesday, before the profit report that is likely to stimulate on February 26. Arya’s price of $ 190, is assumed about 57 % of current trading levels.
ARYA has one of the highest target price on NVIDIA on the street, and Yahoo financing data appears below.
“The (profits) call can be distinguished in the feelings of investors as follows: 1) We expect to reassure NVIDIA about the implementation of BlackWell, 2) Confidence in the fiscal year 2026/year of calendar 2025 with 60 %+ annual growth in data center sales (still The head hall is left against Taiwan semiconductors to artificial intelligence to increase 100 % year on an annual basis at the end of the calendar 2025) and 3) create excitement before the pioneering GTC.
In the appearance of October on the opening presentation, Arya said he sees Nafidia “an investment between generations.”
Aria Nafidia’s defense (and other bulls) has fallen into deaf ears so far this year – with good reasons.
China-based Deepsek surprised the markets in late January after the unveiling of the RI, a model of artificial intelligence that provided Chatgpt-asque at a cheaper price. RI costs $ 5.6 million to build a basic model, compared to hundreds of millions of dollars incurred by US -based companies such as Openai and Anthropic.
Fears were installed immediately that American companies are spent on Amnesty International’s infrastructure, which includes NVIDIA chips.
“The traditional wisdom over the past year was that the training of amazing models would be possible only for a few companies,” Snowflake Sridhar Ramaswamy, CEO of Snouflake Sridhar Ramaswamy in PodCast PodCast in Yahoo Finance (listen below). “What Dibsic did over the past few weeks is to break this belief by saying that they can train a model for $ 6 million.”
Meanwhile, with giants such as Amazon (AMZN) a $ 8 billion partnership with Antarbur to enter the area of artificial intelligence chips and Google (Goog Hefty Market.
Moreover, Broadcom (AVGO) and Marvell (MRVL) released advanced dedicated chips.
“The fact that Jensen does not even make his own chips – that everyone has semiconductor Taiwan conductors – is the most credit for the design level, and the way they did with great things. I would like to say that I will not do this. (MSFT), that other people work on the same things, “Do you want to be Jensen necessarily because Wow is working on the same things.”
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