I added to my position in NVIDIA Corporation (NASDAQ: NVDA) after Goldman Sachs reaffirmed its Buy rating with a $250 price target, implying roughly 31.5% upside from current levels based on consensus estimates. Goldman expects NVDA to deliver a beat‑and‑raise quarter, underpinned by favorable supply‑demand dynamics and strong demand from both traditional and non‑traditional customers through 2027. With robust growth drivers like hyperscaler capex and AI infrastructure adoption, I’m confident in Nvidia’s long‑term role as a leader in computing and networking solutions.
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