Subramanyan

Cautious optimism and a balanced head, never disappointed anyone.

    • SubramanyanSubramanyan
      ·04:30
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    • SubramanyanSubramanyan
      ·04:30
    • SubramanyanSubramanyan
      ·03-06 20:58
      Wow, this is a great prognosis! Hope it turns out true 👍 all the best👌 

      Could Nvidia Stock Double in 12 Months? This Analyst Thinks So

      Nvidia shares haven't been making much progress lately. But things could be about to change for the chip maker according to analysts at Tigress Financial Partners, who project the stock could nearly double in the next year.Nvidia now trades at less than 22 times its projected earnings over the next 12 months, according to FactSet. That's basically in line with the wider S&P 500, despite Nvidia's earnings being forecast to grow 69% over the period, far ahead of the average rate.Ivan Feinseth of Tigress Financial thinks the fallow period for Nvidia can't last, raising his 12-month target price on the stock to $360 from $350 in a research note on Thursday, reiterating a Strong Buy rating.It's a big call -- Nvidia stock currently trades at around $183 and the company has a market value of $4.46 trillion. Feinseth's target suggests the company could be worth close to $9 trillion next year. It is the highest target price on Nvidia stock of all Wall Street analysts tracked by FactSet, with th
      Could Nvidia Stock Double in 12 Months? This Analyst Thinks So
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    • SubramanyanSubramanyan
      ·03-05 18:53
      I sincerely trust that the market volatility since the past 1+ years, including the recent one, is due to the antics of trump rather than anything else. The geopolitical shocks, whether due to the trade tariffs or the many coordinated military strike by U.S. and Israeli forces on Iran etc. are what are causing this volatility.  Whether this latest spike is a "buy the dip" signal depends on the duration of the Iran conflict and its impact on energy markets. Amidst all this, AI sector and potential rate cuts may to be viewed as primary catalysts for a 2026 rally, despite current high valuations demanding caution.
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    • SubramanyanSubramanyan
      ·03-05 18:47
      I do believe that yes, AVGO has effectively transformed from a traditional networking chip provider into a dominant force in AI hardware, often cited as the second-largest player in the space after Nvidia. My belief stems from the fact that AI now drives over 50% of its semiconductor revenue, up from approximately 37% a year earlier. Further its CEO  recently projected that AI chip sales alone could exceed $100B by 2027.  So, this settles the direction it is taking.
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    • SubramanyanSubramanyan
      ·03-05 18:44
      The market consensus seems that the recent 15% surge in Coinbase & 7% jump in Bitcoin are largely attributed to a high-stakes meeting between CEO Brian Armstrong and President Trump on 3 Mar, 2026. Thr bear case h8nges  on the outlook for the CLARITY Act &  GENIUS Act. Ans the bear case rests on the dictum: Buy the Rumor, Sell the News. One key thing to look out for is if BTC settles around $74,000 i- that will be the golden rubicon  to confirm the bearish sentiments of early 2026 has been fully stopped.
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    • SubramanyanSubramanyan
      ·03-03
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    • SubramanyanSubramanyan
      ·03-03
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    • SubramanyanSubramanyan
      ·03-03
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