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NVIDIA (NVDA) is considered one of the main strongest names of semiconductors in the game today.
But the action in the shares this year continues to oppose this broad view of Wall Street on the chip giant. NVIDIA shares are 12% year old, far from 171% advance, published in 2024.
“In the last few years, there has been a lot of money, pursuing some of these large caps, including NVIDIA, both institutional and retail, while a lot of money has been taken out of the international markets,” said the Bank of America Vivek Arya semiconductor at the Opening Podding (see YAHOO FINANCE. “So I think some of these positioning moods are reflected at the beginning of the year.”
Arya-who covers Nvidia for more than a decade-says that investors have rotated “magnificent seven” names and in international markets for better perceived values.
“I think the down is taken out [of Nvidia]”Add Arya.” Due to changes in policy here [in the United States]This really affects this global sector. So I think when policy starts to stabilize I think positioning will start to return to them [semiconductor] names. But the profitability and the basics are extremely strong. “
Arya has a NVIDIA purchase rating with a price price of $ 200, which takes about 68% up from current levels. The average price price of the analyst of the NVIDIA analyst is $ 171, according to Yahoo Finance.
From 12:15:09 pm EDT. Market open.
Nvidia has made its role to bring down the fluff back into its stock, pulling another impressive GTC annual event last week from the product point of view.
Watch: What does Bill Gates think of Jenson Huang
There were many details about powerful new AI chips, such as Blackwell Ultra and Vera Rubin, which could power the models of the conclusion that unleashed AI in a new stratosphere.
The co -founder and CEO of Nvidia Jensen Huang has released numerous large numbers around the potential of artificial intelligence. No one was more than his forecast that NVIDIA infrastructure revenue would reach $ 1 trillion by 2028.
The company even took some packs of AI’s future chip called Feynman, which will be dropped in 2028.
By the end of the presentation, Huang had shown the full NVIDIA road map in 2028 – an impressive feat, given how much innovation the company has only made AI chips in the last two years.
