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.
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