Shyon
12-23 11:35

Reading the latest remarks from the Bank of America $Bank of America(BAC)$  CEO reinforces my belief that AI is shifting from hype to real economic impact. When corporate leaders start to point out that AI investment is not only persistent but also increasingly influential on economic growth, it signals that we may be entering a new phase where AI becomes a core driver of productivity and investment returns, not just a narrative.

Coupled with JPMorgan's  $JPMorgan Chase(JPM)$  view that the market is still pricing AI stocks conservatively, I see this as a reason to remain bullish on leading AI names. If the market hasn't fully priced in the long-term earnings power of AI leaders, there remains room for further revaluation—especially in companies with durable competitive moats and scalable businesses.

That brings me to NVIDIA $NVIDIA(NVDA)$  . After its recent rebound, the question of whether it can reclaim $200 next year feels not just plausible but grounded in fundamentals—assuming adoption of AI infrastructure continues to accelerate and data center demand stays strong. Nvidia's leadership in AI accelerators gives it a structural advantage, and if broader AI deployment expands into new enterprise and consumer use cases, that demand could drive both top-line growth and valuation support.

Of course, this isn't a guarantee; macro conditions, AI saturation fears, or shifts in capital expenditure could influence performance. But given the commentary from major banks and the persistent momentum in AI adoption, I'm comfortable maintaining a bullish stance on Nvidia as a core positional play in my portfolio.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. 

@Tiger_comments  @TigerStars  @TigerClub  

BoA CEO Highlights AI Economic Impact: Now the Time to Buy NVDA?
Bank of America CEO said that AI is beginning to have a more meaningful impact on the U.S. economy. Moynihan noted that AI investment has continued to build this year and could become a much more important growth driver in 2026 and the years beyond. JPMorgan argues that current market pricing of AI companies remains relatively conservative. This raises a key market question: will AI continue to be the dominant investment theme in 2026? Can Nvidia—following its recent strong rebound—reclaim $200 next year?
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
27