I expect a rebound because Nvi

I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!

Modified in.12-19

BoA CEO Highlights AI Economic Impact: Now the Time to Buy NVDA?

Bank of America CEO said that AI is beginning to have a more meaningful impact on the U.S. economy. Moynihan noted that AI investment has continued to build this year and could become a much more important growth driver in 2026 and the years beyond. JPMorgan argues that current market pricing of AI companies remains relatively conservative. This raises a key market question: will AI continue to be the dominant investment theme in 2026? Can Nvidia—following its recent strong rebound—reclaim $200 next year?

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":512186965885640,"tweetId":"512186965885640","gmtCreate":1766073290409,"gmtModify":1766074496706,"gmtUserModify":1766073633147,"author":{"id":4092737024653350,"idStr":"4092737024653350","authorId":4092737024653350,"authorIdStr":"4092737024653350","name":"alexliam","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.03%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"3c6d802bf334403784917d846657254c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"BoA CEO Highlights AI Economic Impact: Now the Time to Buy NVDA?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3c6d802bf334403784917d846657254c}&rnconfig={\"headerBarHidden\": true}","description":"Bank of America CEO said that AI is beginning to have a more meaningful impact on the U.S. economy. Moynihan noted that AI investment has continued to build this year and could become a much more important growth driver in 2026 and the years beyond. \nJPMorgan argues that current market pricing of AI companies remains relatively conservative. \nThis raises a key market question: will AI continue to be the dominant investment theme in 2026?\nCan Nvidia—following its recent strong rebound—reclaim $200 next year?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a>. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!</p></body></html>","htmlText":"<html><head></head><body><p>I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a>. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!</p></body></html>","text":"I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/512186965885640","repostId":0,"isVote":1,"tweetType":1,"viewCount":326,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":313,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/512186965885640"}