🚀 Nvidia $200 Incoming? Here's What the Smart Money Sees
$SUPER MICRO COMPUTER INC(SMCI)$
$Palantir Technologies Inc.(PLTR)$
Nvidia's fresh high at $185.90 intraday isn't just a chart story—it's a full-blown AI ecosystem rerating.
🔋 Why $200 is Within Reach:
AI demand is exponential, not linear. Jensen Huang's '3 laws of AI scaling" (pre-train, post-train, inference) point toward longer-term GPU dominance. And inference—the most compute-heavy phase—is just starting to explode.
Meta's $14.2B deal with CoreWeave confirms hyperscalers are still pouring capital into AI infrastructure. Who’s at the center of it all? Nvidia.
Macro tailwinds: With U.S. Fed rate cut expectations rising post-Jackson Hole and potential shutdown risks forcing a more dovish stance, we could see liquidity rotate back into big tech.
📈 Price Targets:
Base case: $198–$202 by mid-Oct
Stretch case: $215 if options gamma squeezes kick in
🧠 Don't just watch NVDA—keep eyes on:
SMCI (supply chain bottleneck easing)
AMD (data center laggard play)
PLTR (AI analytics demand post-UK gov deal)
TL;DR: Jensen isn't just hyping. NVDA is building the roads for the AI superhighway—and the toll booths too.
I'm not a financial advisor. Trade wisely, Comrades! 🧠📊🔥
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.
- Mortimer Arthur·10-01Great opportunity to load up on NVDA tomorrow if there is any pullback in the markets1Report
- Venus Reade·10-01Been playing around with ChatGpt. It likes the future for NVDA.1Report
- Athena Spenser·10-02NVDA's 54% chip share + new auto partners! $185.90 is just the start of rerating!1Report
