While all three companies—Arm,

While all three companies—Arm, Oracle, and Nvidia—are poised to benefit from the Stargate Project, Oracle may experience the most immediate and substantial gains due to its central role in providing cloud infrastructure and data center services. Nvidia and Arm are also expected to see significant advantages as their technologies become integral to the project’s AI infrastructure. The positive stock movements of these companies post-announcement reflect investor optimism about their future prospects within the Stargate initiative.

Nvidiad price targets range from a low of $135 to a high of $220, reflecting varying perspectives on Nvidia’s future performance. Analyst projections at Tippranks indicate an average 12-month price target of $176.44, suggesting a potential upside of approximately 20% from the current price. @Tiger_comments @TigerStars

Add Nvidia at $90 or Time to Liquidate Position Now?

The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. ------- How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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