NVDA hitting $1300 by Q3 end?
Considering the relentless demand for AI infrastructure and NVDA's recent Blackwell announcement, I'd put the odds of NVDA breaching $1300 by the end of Q3 at roughly 65-70%. The current trajectory, coupled with new product cycles, suggests significant upside remains, barring any major macro headwinds. We've seen similar growth spurts with other tech giants, but the AI narrative feels more fundamental and less speculative at this stage. It's a high conviction play, but always subject to market shifts.