One of Wall Street’s largest Nvidia (NVDA) Bulls is a shoulder in the face of a fierce sale in stock.
Bofa’s Vivek Arya repeated Nvidia as his top choice before 2025 on Tuesday, prior to a possible catalysent winning report on 26 February. Arya’s price target of $ 190 absorbs around 57% of the current trade levels.
Arya has one of the highest price objective on Nvidia on the street, as it appears below the Yahoo -Financial data.
“The [earnings] Call could mark the trough in investor sentiment if: 1) We expect NVIDIA to reassure about the implementation of Blackwell, 2) signal confidence around the tax year 2026/calendar year 2025 with 60%+ year on annual growth in data rate turnover (still leaves the main space Vs Vers. (17 March) where the focus shifts to solid pipeline) and physical AI (robotics), “Arya wrote to customers.
In a performance in October on the opening bidding podcast, Arya said he sees Nvidia as a ‘generation investment’.
Certainly, Arya’s Nvidia defense (and that of other bulls) has so far fallen on deaf ears – and for valid reasons.
Deepseek, based in China, surprised markets at the end of January after revealing RI, the AI model that a chatgpt-like performance gave at a cheaper price tag. RI costs a reported $ 5.6 million to build a basic model compared to the hundreds of millions of dollars made at the US established in the US such as OpenAi and Anthropic.
The fears that are immediately mounted that American companies spend too much on the AI infrastructure, including Nvidia chips.
“The conventional wisdom The entire last year was that training of great models for only a handful of companies would be possible,” Snowflake CEO Sridhar Ramaswamy told me at the opening podcast of Yahoo Finance (listen below). “What Deepseek has done in recent weeks is that faith is falling apart by saying that they can train a model for $ 6 million.”
In the meantime, with giants such as Amazon (Amzn) who announces a $ 8 billion partnership with Anthropic to enter the AI chip space and Google (Google) who drops a supercomputer with an AI chip named Willow, they are clear large technology companies Want in Nvidia’s HILLY MARKET share.
Broadcom (AVGO) and Marvell (MRVL) have also released advanced adapted chips.
“The fact that Jensen does not even make his own chips – that everyone has Taiwan half -guide available – is all the more honor at the design level, the way they have done things is pretty fantastic. I would say I wouldn’t do that Do you necessarily want to be Jensen because WOW, other people are working on the same things, “co-founder Bill Gates of Microsoft (MSFT) told me about the opening bid.
