$NVIDIA(NVDA)$ I’ve increased

I’ve increased my position in NVIDIA Corporation (NASDAQ:NVDA) following a reaffirmation of its Buy rating by Goldman Sachs, which also set a $250 price target—implying a potential upside of over 31% from current levels. The firm expects NVIDIA to deliver a beat-and-raise quarter, supported by strong supply-demand dynamics, growing adoption from non-traditional customers, and continued positive hyperscaler capex revisions through 2027. With its leading graphics, compute, and networking solutions, NVIDIA’s dual-segment business model positions it well to capitalize on accelerating demand in AI, cloud, and high-performance computing. This investment aligns with my strategy to hold high-quality, growth-driven tech leaders.

NVDA

02-18 22:48

USNVIDIA

Side	Price \| Filled	Realized P&L
Buy Open	188.57 0	-5.71% Holding

NVIDIA

AMD Jumps on Mega AI Deal With Meta! More Gains Coming for AMD?

AMD rose 8.77% with $17.246 billion in turnover after reports that Meta reached an AI chip agreement potentially worth over $100 billion. Meta plans to deploy up to 6 gigawatts of AMD AI chips over five years for data center expansion. As part of the deal, AMD may grant Meta shares equivalent to about 10% of its total equity, subject to milestone conditions. Does this agreement materially reshape AMD’s long-term outlook? How significant is Meta’s potential equity stake?

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