Reflexões sobre a NVIDIA atingir $1200 até o final do 3º trimestre

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Eu colocaria as chances de $NVDA atingir $1200 até o final do 3º trimestre em cerca de 60%, em grande parte dependendo do seu próximo sucessor do Hopper e da força contínua nos gastos empresariais com IA. O mercado atual parece estar precificando muito crescimento futuro, mas um anúncio significativo poderia facilmente impulsioná-lo ainda mais, dado o clima atual para investimentos relacionados à IA.

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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