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

Traduzido automaticamente do original · Ler o original (English)

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 · 22 points

KPu/kovac_piotr·12d

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.

TKu/tara_kumar·12d

That's a bold call, but I can see the logic. If they really knock it out of the park with the Hopper successor and enterprise demand keeps up its current pace, it's definitely within reach. My only concern is broader market sentiment.

SUu/suthidawattana·12d

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.

SRu/sofia_r·12d

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·12d

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?

Participe da discussão original →

Traderforum · Português