One of the largest Nvidia of Wall Street (Nvda) Bulls is standing in the face of a fierce sale in the stock.
Bofa Vivek Arya Reiterated Nvidia as the first choice for 2025 Tuesday, before a profit report potentially catalyzing on February 26. The Arya course goal of $ 190 requires around 57% of current negotiation levels.
Arya has one of the highest price objectives on Nvidia in the street, as shown in Yahoo’s financing data below.
“THE [earnings] The call could mark the hollow in the feeling of investors as follows: 1) We expect Nvidia to be reassured about the execution of Blackwell, 2) to report confidence around the 2026 / calendar year 2025 with a Growth of 60% and more than year by year in sales of data centers (still leaves the headroom vs vs. (March 17) where Focus moves to a solid pipeline (GB300, Rubin) and the physical AI (Robotics), “wrote Arya in the note to customers.
In October Appearance on the opening podcastArya said he considered Nvidia as a “generational investment”.
Admittedly, the defense of Nvidia d’Arya (and those of other bulls) fell into the ears of a deaf so far this year – and with valid reasons.
Deepseek based in China Surprised markets at the end of January After revealing RI, its AI model which gave a Chatgpt-Esque performance at a cheaper price. RI costs $ 5.6 million to build a basic model, compared to hundreds of millions of dollars engaged in American companies such as Openai and Anthropic.
The fears have instantly set up that American companies spend too much in AI infrastructure, which includes Nvidia chips.
“The conventional wisdom of last year was that the training of incredible models was going to be possible only for a handful of companies,” said Snowflake CEO Sridhar Ramaswamy told me about Yahoo Finance’s opening podcast (Listen below). “What Deepseek has done in recent weeks is breaking this belief by saying that they can form a model for $ 6 million.”
Meanwhile, with giants like Amazon (Amzn) announcing a $ 8 billion in partnership with Anthropic To enter the space of the AI and Google chip (Goog) Drop a supercomputer with a Chip ai called willlowIt is obvious that large technological companies want on the market share of Nvidia.
In addition, Broadcom (Avo) and Marvell (MRVL) have published advanced personalized fleas.
“The fact that Jensen does not even make his own tokens – that everyone has a semiconductor Taiwan available – is all the more than him in terms of design, the way they have done things is quite fantastic. would say that I would not be like being Jensen necessarily because Wow, other people work on the same things, “Microsoft (Msft) Co-founder Bill Gates told me about Opening offer.
