Subramanyan
02-27

Analysts of Citi, Goldman Sachs and Morgan Stanley all are maintaining positive outlook on $NVIDIA(NVDA)$  with price targets between $250 to $300, implying an upside of roughly 30% to 39% from mid-February levels. So, going by these there is potential left in it. So, I wouod look at the current valuation as offering "significant upside".Further its free cash flow surged 125% to $34.9 billion. Considering macro, govt and regulatory pressures there could be hiccups but the upsurge possibility in the Nvidia story remains intact 

NVIDIA’s $4 Billion "Future Buyout": Will You Buy the Dip?
NVIDIA has injected $2 billion into each of the two optical communication giants—Coherent and Lumentum. By taking these equity stakes, NVIDIA has effectively locked down core CPO (Co-Packaged Optics) capacity for the 2027–2030 period. This is far more than a simple investment; it is a "strategic sweep" of the next-generation AI cluster architecture, ensuring NVIDIA maintains absolute "supply protection" as its CPO solutions come to life. Are you bullish on NVIDIA's long term development? Does NVIDIA’s trillion-dollar valuation have a "second curve" for support?
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