$NVIDIA(NVDA)$ According to 60 analysts polled by S&P Global, this currently has a consensus rating of STRONG BUY with an average price target of $325.99, representing a forecasted upside of 41.51%. The highest estimate is $515.00.
$Advanced Micro Devices(AMD)$ Looks like quiet accumulation on the weekly chart. I don't see any distribution bars at all there. On the daily there are a few, maybe 4-6 over the last 4 months.
$SUPER MICRO COMPUTER INC(SMCI)$ This Barron's piece on $Dell Technologies Inc.(DELL)$ basically confirms the AI server boom is still accelerating. Dell is expected to post $44.9B revenue, with server/networking revenue projected at $25.2B, up 95% YoY. The part that stands out for bulls is the valuation. Dell trades around 21.5x forward earnings, nearly double its 5-year average of 10.9x. Barron's specifically points to Supermicro's better-than-expected Q4 earnings and its bullish FY outlook as evidence that AI infrastructure demand remains strong. SMCI just delivered FY26 revenue of $39.1B, up 78%, along with over $60B in new orders and a record backlog entering FY27. Q4 revenue came in at $11
$NVIDIA(NVDA)$ The average one-year analyst target sits at 323, which is more than 100 points above the current price. From where I stand, this stock looks like a good long-term bet.
$Advanced Micro Devices(AMD)$ 54 analysts cover AMD. 6 have it as a strong buy and 39 as a buy, with an average price target of $614. No sell ratings at all. Raymond James just raised their target to $641. I think those 54 people know a lot more about AMD than the basher clowns posting here.
$Advanced Micro Devices(AMD)$ AMD is a powerhouse waiting to take off. I said a while back that after a few more NVDA quarters, we would start seeing cracks in NVDA's armor. One quarter is already in, and the buzz is building. AMD could really move in the short term, and Lisa Su is a strong leader.