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Mapago
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Mapago
@Mapago9
🇬🇧 | 23 British Investor 📈 | Stock Markets Commentary | Having Fun | NOT FINANCIAL ADVICE | Turn on notifications 👆 🔔
Media & News Katılım Ekim 2025
620 Takip Edilen3.4K Takipçiler
Happy Monday FinX!
The stock market is still digesting the monster move from the April low.
$WTI hasn’t hit the 38.2% fib yet, $SPX and $NDX are range-bound, and $DXY is starting to turn higher.
Bond market in focus:
$US10Y testing a 4-year triangle breakout? $BUND stuck in a descending triangle — trap or breakdown?
If these patterns pop, higher yields and more volatility on the stock market is imminent.
Are you worried about higher yields coming? Drop your thoughts 👇
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$SOFI: -36% YTD
Bears in my replies trying to explain why $SOFI is still a trash company after becoming profitable. 🤡
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Dealing with some shoulder/back pain, so I got a massage this afternoon.✨🕯️
Fun fact: The owner of the spa was an early investor in $NVDA and bought the franchise using their Nvidia profits! 💵💵💰💰
Talk about a well-executed trade! 👏
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@HunterAllen4 Robotics 💪🏻💪🏻 @LeifInvests brought this one to my eyes as well
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Why I believe $NVDA can reach $300–$400 over the next few years.
Most investors are still valuing Nvidia based on the first wave of AI, when demand was driven almost entirely by hyperscalers like Microsoft, Amazon, Meta, and Google training foundation models.
But I believe the next phase of AI will be much larger.
The opportunity is shifting from training AI models to deploying AI across the global economy. Enterprises, governments, healthcare, manufacturing, financial services, telecom, defense, and AI cloud providers are all beginning to build AI infrastructure. That dramatically expands Nvidia’s addressable market beyond just a handful of tech giants.
Nvidia is also no longer just a GPU company. It has built an ecosystem that combines GPUs, networking, CUDA software, and full-stack AI infrastructure. As more organizations build AI factories, the value of that ecosystem grows, making it increasingly difficult for competitors to replace.
The fundamentals continue to support this story. Nvidia has guided for roughly $91B in quarterly revenue, implying around 85% year-over-year growth. AI Cloud, Industrial & Enterprise revenue grew 31% quarter over quarter, AI Cloud revenue tripled year over year, and Sovereign AI revenue grew more than 80% as countries invest in their own AI infrastructure.
Some investors are worried about reports of potential delays to future systems like Kyber. Those are worth watching, but so far Nvidia has maintained its roadmap, Blackwell demand remains strong, and its revenue outlook hasn’t changed. Until the fundamentals change, I view those headlines as execution risks to monitor rather than reasons to abandon the long-term thesis.
If AI becomes as foundational as electricity or the internet. Nvidia isn’t just selling chips, it’s helping build the infrastructure that powers the AI economy.
That’s why I believe $NVDA reaching $300–$400 over the next few years is achievable, assuming the company continues executing and global AI investment remains strong.
Do you agree with my thesis?
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@Mapago9 Once capex reserved for nvidia chips, or demand slows in any way, this can become a 30$ stock real fast, thats why they invest so much into other companies i think. but they are neocloud and chips too, so not diversified. problem is that chips have lifecycle of 2/3 years…………
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@Mapago9 The reply from AI. from what I thought, spaceX might get a better valuation due to the GROK 4.5 which anchor the price
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