$NVDA 20250321 125.0 CALL$ $NVIDIA Corp(NVDA)$  $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$  

Whether Nvidia (NVDA) is a good stock to buy at $138 depends on various factors, including its current market performance, future growth potential, and valuation metrics.

### Current Performance and Market Sentiment

Nvidia has recently achieved significant milestones, including a market capitalization exceeding $3.5 trillion, which reflects its strong position in the semiconductor and AI sectors. The stock has surged approximately 243% over the past year, driven largely by the increasing demand for AI technologies and its dominance in the GPU market, where it holds about 80% market share.

### Analyst Opinions and Price Targets

Several analysts are optimistic about Nvidia's future. For instance:

- **Bank of America** recently raised its price target for Nvidia from $165 to $190, suggesting a potential upside of about 37% from the current price of $138.

- Other analysts have also increased their short-term price targets, with estimates ranging from $150 to $200, indicating a general consensus that the stock could rise further.

### Growth Potential

Nvidia is positioned to benefit from the expanding market for AI technologies, with projections suggesting that its addressable market could grow significantly in the coming years. The company is expected to generate substantial revenues from AI computing, with estimates suggesting it could reach $272 billion by 2030.

### Valuation Concerns

Despite the positive outlook, some analysts caution that Nvidia's stock may be overvalued based on traditional metrics. For example, a recent analysis indicated that Nvidia would need to increase its economic profit by 21.4% annually over the next 20 years to justify its current stock price.

### Conclusion

In summary, buying Nvidia at $138 could be seen as a good investment based on its strong market position, growth potential in AI, and favorable analyst ratings. However, potential investors should also consider the risks associated with its high valuation and the challenges of maintaining such rapid growth over an extended period.