As of today Nvidia is ~$190 & has been 9n a roll since 3 years. But the market sentiment now seems mixed due to valuation concerns & the longevity of AI infrastructure spending. The future trend, apart from new innovations, depends on (a) new, aggressive infrastructure commitments (b) "No-Win" narrative due to high market expectations (c) Demand for the next-generation Blackwell architecture & (d) Sovereign AI" demand—nations building their own domestic AI capacity—as a potential new revenue stream that could offset any slowdown in private cloud spending. Assuming all or most of these work in its favour, we can expect the AI story in the markets to zoom.
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