To The Moon

Intuition tells me a structural reset is underway rather than a temporary dip with potential of a Sector Sell-off & Budget Migration exacerbated by  execution risk and muted analyst sentiments. Afte4 all, North American Tech-Software Index (IGV) fell nearly 25%–30% in early 2026 as investors have rotated out of high-multiple software stocks. And the adverse response after the good Nvidia results also goes to reinforce this.

This huge  capital infusion reflects a strategic shift from research experimentation to massive global infrastructure dominance over the spectrums of (1) Infrastructure Synergy (2)   planned revenue Growth (3) Profitability Gap. The funding can be seen as a critical bridge toward a potential IPO targeted for Q4, 2026 or early 2027.

Analysts of Citi, Goldman Sachs and Morgan Stanley all are maintaining positive outlook on $NVIDIA(NVDA)$  with price targets between $250 to $300, implying an upside of roughly 30% to 39% from mid-February levels. So, going by these there is potential left in it. So, I wouod look at the current valuation as offering "significant upside".Further its free cash flow surged 125% to $34.9 billion. Considering macro, govt and regulatory pressures there could be hiccups but the upsurge possibility in the Nvidia story remains intact