Investordude1301
05-18

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.

Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?
Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. Is Nvidia a warning of fully-priced valuation, or is the AI bull run rotating into a wider beneficiary universe — and is $220 really just the starting point?
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