Bullish NVIDIA Amidst AI Data Center Surge and China Catalyst

about 2 months ago

"NVIDIA reported data center revenue of $41 billion, up 56% year over year, with projections to reach $50 billion per quarter in five to six quarters and eventually hit a $100 billion quarterly revenue level. When they unlock China revenue, then all of a sudden, none of the current headwinds will be priced in, potentially pushing the stock up to 200."

The discussion outlines a clear bullish case for NVIDIA (NVDA) based on its strong data center performance and aggressive revenue growth projections. The catalyst is the potential resolution of no China revenue, which could remove current headwinds and push the stock to a target near 200. The combination of 56% YoY growth and projected doubling of quarterly revenue over the next five to six quarters makes this an actionable trade call.

Related Stocks