Analysts remain bullish with price targets as high as $190, citing Nvidia's AI dominance and strong demand for Blackwell chips. The company expects 50% revenue growth next quarter, even with $8 billion in projected China sales losses.
Unlike August 2024's China-driven selloff, Nvidia now has diversified growth from cloud providers, AI inference, and sovereign AI deals. Huang's sale appears to be pre-planned rather than a sign of concern - he recently called this a "powerful new wave of growth." Short-term risks include geopolitics and export controls, but with $53.7 billion in cash and leadership in AI hardware/software, Nvidia looks positioned for long-term success.
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