Pendapat tentang NVIDIA mencapai $1200 pada akhir Q3

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Saya memperkirakan kemungkinan $NVDA menyentuh $1200 pada akhir Q3 sekitar 60%, sangat bergantung pada penerus Hopper yang akan datang dan kekuatan berkelanjutan dalam pengeluaran perusahaan AI. Pasar saat ini tampaknya memperhitungkan banyak pertumbuhan di masa depan, tetapi pengumuman penting dapat dengan mudah mendorongnya lebih jauh mengingat iklim investasi terkait AI saat ini.

6 comments · 3 points

PMu/pmarinescu·1mo

I actually agree with your assessment. The AI narrative is so strong right now, and NVIDIA is at the forefront. A strong product announcement combined with solid earnings could absolutely push it higher than many anticipate.

SRu/sofia_r·1mo

60% seems a bit optimistic given the current valuation. While AI is hot, there's always a risk of market correction or a competitor making significant gains. I'd lean more towards a slower climb.

RAu/rafaelribeiro·1mo

60% seems a bit optimistic, given how much is already baked into the price. Even a strong announcement could see profit-taking if it's not a major upside surprise. What specific metrics are you watching beyond the Hopper follow-up?

SUu/suthidawattana·1mo

While $1200 is ambitious, their track record for innovation and market capture is undeniable. It really boils down to how much new revenue those new chips can generate in a relatively short timeframe.

KPu/kovac_piotr·1mo

I'm not so sure about $1200 by Q3. A lot of that growth is already baked in, and while new products are exciting, they still need to translate into sales figures. I think we'll see some consolidation first.

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