NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.
NVDA Selling To China - MAJOR Update:
Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.
Earnings Around The Corner, What To Listen For:
1. Blackwell Ramp Update: Early signs of demand outpacing Hopper? Expect jaw dropping guidance if so.,
2. China Clearance Confirmation: Any clarity on chip approval timelines could spark a major re-rating.,
3. Hyperscaler Momentum: Look for upside commentary from MSFT, AMZN, META, GOOGL pipeline orders.,
4. Gross Margin Expansion: Blackwell’s pricing power could drive margins to new highs.,
5. New Enterprise/Sovereign Deals: Watch for fresh multi-billion dollar AI infrastructure contracts abroad.,
New Price Target: $225 By Year-End
If China reopens + Blackwell demand goes parabolic, we may even overshoot that.
There's no Plan B in AI hardware. NVDA IS THE PLAN!
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