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The Market Forgot Nvidia: Big Mistake [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
NVDA has lagged AI peers in recent months, yet GPU rental prices and market fundamentals signal rising demand and potential outperformance. NVDA EPS is projected to reach $8.30 by year-end, supporting a price target of $222–$270, with technicals suggesting potential for $300. Concerns over market saturation and hyperscaler diversification are already priced in, while NVDA's ecosystem and market share remain dominant. Looking for a portfolio of ideas like this one? Members of The Pragmatic Investor get exclusive access to our subscriber-only portfolios. Learn More » sankai/iStock via Getty Images Thesis Summary Nvidia Corporation ( NVDA ), once the undisputed king of AI, seems to have been forgotten by investors. Interest has moved beyond GPUs and into the new AI bottlenecks like memory. And even within GPUs, Nvidia's dominance More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newslette
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NVDA
SEC Filings
SEC Filings
- 3/26/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/20/26 - Form 4
- NVDA's page on the SEC website
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