@the_ai_investor · Long NVDA

BoA models NVDA EPS of about $25 for CY2030. The stock is trading at ~$200, about 40-50% discount vs market.

BoA now expects NVDA revenue to reach ~$1T in CY2030, implying 24.2GW of DC at $31.3B per GW.

Read asLong NVDA

Since the call—

unrankedThe analyst's rank today

High · 0.91Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

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