$1,000 follows their calls into $951
Winston B.@DoDataThingsSupply is the only limit. A 70% growth estimate for FY28 already looks aggressive. Management is saying the real ceiling is more than double that, capped only by how much silicon and packaging capacity actually exists. Volunteering that number to JPMorgan now, unprompted, reads
Shay Boloor@StockSavvyShay$NVDA told JPMorgan that “without supply constraints, the business could more than double YoY” even against its already aggressive ~70% FY28 growth estimates. The more interesting part is why Nvidia gave that outlook so early since management believed Street estimates were low
Winston B.@DoDataThings44% in a few months. Down 11% YTD in late March to up 28% now works out to roughly a 44% rally off the low. That's the $1.2T of added market value. $5.78T is only about 3.8% below $6T, so a normal post-earnings move clears it. Cap-weighted index funds mechanically hold more
Coach K - (Trading, Coaching, Winning)@CoachkcryptoNvidia is on the verge of making market history. $NVDA is now valued at $5.78 trillion, putting the first ever $6 trillion public company within touching distance. What makes this run even crazier is that Nvidia was down 11% for the year in late March. Now it’s up 28% in
Winston B.@DoDataThingsGPUs aren't depreciating on schedule. The bear case on Nvidia and CoreWeave leaned hard on obsolescence: buy A100s today, and in three years they're scrap next to whatever Nvidia ships then. CoreWeave locking in A100 contracts through 2029 means customers still want that supply
Shay Boloor@StockSavvyShayMichael Burry just said he is covering some of his shorts and reducing the size of his bearish bets on $NVDA and $CRWV. That comes as CoreWeave signs A100 contracts through 2029 which directly challenges idea that older GPUs lose their value as quickly as the bear case assumed.
Winston B.@DoDataThingsCyclicals look cheapest at the peak. Nvidia's revenue is other companies' capex budgets. A 15x forward multiple on that is how the market prices earnings it expects to roll over, which is why the stock stays flat while estimates keep rising. Data center sites need shells and
Oguz Erkan@oguzerkanThis is not good for the AI trade. JP Morgan sees fewer new data center projects, and a decline in construction spending. This is why $NVDA is stuck at 15x forward earnings and it’s not going to get much better. This is a direct signal that AI capex is about to peak.
