$NVIDIA(NVDA)$ I’ve increased

I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.

NVDA

02-18 22:48

USNVIDIA

Side	Price \| Filled	Realized P&L
Buy Open	188.57 0	+0.76% Holding

NVIDIA

Meta Expands Nvidia Bet: Millions of Chips Secure NVIDIA Stock?

Meta plans to deploy millions of Nvidia AI chips over the next few years, deepening its infrastructure partnership with Nvidia. The company will scale systems based on Blackwell and the upcoming Vera Rubin architecture—and, for the first time, integrate Nvidia’s Grace CPU at the core of its standalone computing systems.

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