Nvidia Hits All-Time High! AI

Nvidia Hits All-Time High! AI Narrative Back: Is $200 Next?

Opinion:

Nvidia’s resurgence reflects renewed confidence in its leadership in AI infrastructure. Its dominance in the accelerator market, coupled with rising capital expenditure from hyperscalers, supports the premium valuation. However, risks persist: growth may decelerate due to supply constraints, competitive pressure, and regulatory headwinds (e.g. export restrictions). A target of $200 appears attainable only if the AI demand cycle remains robust and execution holds.

Recommendation: Monitor NVDA closely; consider accumulation on dips rather than aggressive entry at current levels.

OpenAI Family Expanding: Is It A Blessing or A Curse?

OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":481724964086168,"tweetId":"481724964086168","gmtCreate":1758642951386,"gmtModify":1758644104486,"author":{"id":3554904745767709,"idStr":"3554904745767709","authorId":3554904745767709,"authorIdStr":"3554904745767709","name":"Alyl21","avatar":"https://community-static.tradeup.com/news/8f5d9f4d9e84ac461c0928f098c63299","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"04d15030daa2489b9d5565d4e93408c4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"OpenAI Family Expanding: Is It A Blessing or A Curse?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":04d15030daa2489b9d5565d4e93408c4}&rnconfig={\"headerBarHidden\": true}","description":"OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.","image":"https://community-static.tradeup.com/news/3f133bd42caedea33d09a41528ef8212"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Nvidia Hits All-Time High! AI Narrative Back: Is $200 Next?\nOpinion:\nNvidia’s resurgence reflects renewed confidence in its leadership in AI infrastructure. Its dominance in the accelerator market, coupled with rising capital expenditure from hyperscalers, supports the premium valuation. However, risks persist: growth may decelerate due to supply constraints, competitive pressure, and regulatory headwinds (e.g. export restrictions). A target of $200 appears attainable only if the AI demand cycle remains robust and execution holds.\nRecommendation: Monitor NVDA closely; consider accumulation on dips rather than aggressive entry at current levels.</body></html>","htmlText":"<html><head></head><body>Nvidia Hits All-Time High! AI Narrative Back: Is $200 Next?\nOpinion:\nNvidia’s resurgence reflects renewed confidence in its leadership in AI infrastructure. Its dominance in the accelerator market, coupled with rising capital expenditure from hyperscalers, supports the premium valuation. However, risks persist: growth may decelerate due to supply constraints, competitive pressure, and regulatory headwinds (e.g. export restrictions). A target of $200 appears attainable only if the AI demand cycle remains robust and execution holds.\nRecommendation: Monitor NVDA closely; consider accumulation on dips rather than aggressive entry at current levels.</body></html>","text":"Nvidia Hits All-Time High! AI Narrative Back: Is $200 Next? Opinion: Nvidia’s resurgence reflects renewed confidence in its leadership in AI infrastructure. Its dominance in the accelerator market, coupled with rising capital expenditure from hyperscalers, supports the premium valuation. However, risks persist: growth may decelerate due to supply constraints, competitive pressure, and regulatory headwinds (e.g. export restrictions). A target of $200 appears attainable only if the AI demand cycle remains robust and execution holds. Recommendation: Monitor NVDA closely; consider accumulation on dips rather than aggressive entry at current levels.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/481724964086168","repostId":0,"isVote":1,"tweetType":1,"viewCount":637,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":564,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/481724964086168"}