I think $NVIDIA(NVDA)$ has a c-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Investordude1301

I think $NVIDIA(NVDA)$ has a clean setup to push into the 240–250 range after earnings because the AI data‑center business is still on fire and they keep beating already high expectations. As long as hyperscalers keep spending aggressively on AI infrastructure, the market will happily pay up for that growth and analysts will keep raising their targets. Technically the stock’s been coiling in a bullish range, so a strong beat‑and‑raise could be the trigger for a sharp breakout right into that 240–250 zone.

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity.\nNvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I think <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>has a clean setup to push into the 240–250 range after earnings because the AI data‑center business is still on fire and they keep beating already high expectations. As long as hyperscalers keep spending aggressively on AI infrastructure, the market will happily pay up for that growth and analysts will keep raising their targets. Technically the stock’s been coiling in a bullish range, so a strong beat‑and‑raise could be the trigger for a sharp breakout right into that 240–250 zone.</p></body></html>","htmlText":"<html><head></head><body><p>I think <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>has a clean setup to push into the 240–250 range after earnings because the AI data‑center business is still on fire and they keep beating already high expectations. As long as hyperscalers keep spending aggressively on AI infrastructure, the market will happily pay up for that growth and analysts will keep raising their targets. Technically the stock’s been coiling in a bullish range, so a strong beat‑and‑raise could be the trigger for a sharp breakout right into that 240–250 zone.</p></body></html>","text":"I think $NVIDIA(NVDA)$ has a clean setup to push into the 240–250 range after earnings because the AI data‑center business is still on fire and they keep beating already high expectations. As long as hyperscalers keep spending aggressively on AI infrastructure, the market will happily pay up for that growth and analysts will keep raising their targets. 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