The road is sticking to its market income report next week with NVIDIA (NVDA).
China -based Deepsac, despite coming out to rock the Super Bulish AI Thesis earlier this year, Wall Street still sees Nvidia cleaning from the construction of AI infrastructure at the global level. The 2025 Capex beliefs involved by hypersscalers such as Amazn and Meta (Meta) have been shared during this earning season.
“Investment in the coming decades (in AI),” Russell Investment CIO Kate L-Hilo tells me.
However, it is not to say that NVIDIA’s earnings are not indicated by indication of going to the report.
Yahoo finance data suggests that Nvidia’s first quarter earnings have reduced marginally in the last 30 days. The road has not even pushed its 2025 EPS projections on Nvidia for more than 60 days.
NVIDIA is also one of the cheapest valuable AI shares at the moment.
Earning from an further price (PE) on several basis, Yahoo Finance Data shows 32 times Nvidia trading. The Broadcom and Marvel Technology (MRVL) value is 35 times and 41 times respectively. 76 times arm holdings (ARM) watches.
Microsoft co-founder Bill Gates said to me on Yahoo Finance’s opening bid, “I would not say that I would not like to become Jensen (NVDia CEO Jensen Huang) because wow, others are working on the same things . ” Listen down).
There are vibes on the road a few days before NVIDIA earning on 26 February.
“Despite the recent concerns on the impact of long -term demand from the low cost point of view of the lampsac, most of the hypersscalers have actually modified 2025 capex to 4% -26% during the income season, supporting our thesis that overall overall that overall AI GPU’s demand Outlook is still strong. Center is reduced to its FY26 estimates.
Rating: More weight repeated
Price target: $ 190, above $ 180
“While we believe that manufacturing barriers are limiting the shipment of GB200 NVL server rack, we believe it will be more than the offset: 1) Gb200 NVL’s low initial manufacturing yields, we believe that we believe The customers are able to push the GB200 and the Backfill Order with the HGX-based B200 server with the X86 head nodes; ASIC (Custom Chip) has increased the demand for H20 GPU from CSPS;
