๐ Investor | Market Research
๐ก Focused on U.S. stocks, AI & technology
๐ Sharing market insights, watchlists & ideas
โ ๏ธ Not financial advice
Bank of America sees $NVDA as one of the cheapest ways to own the AI buildout with a $350 price target.
Nvidia using its massive FCF to secure โevery inputโ across chips, land, power and data center capacity while GPU rental rates remain strong and compute stays scarce.
That buildout also gives Nvidia another growth engine as hyperscalers push deeper into custom silicon which is why the firm thinks the market is โoverstating the risks.โ
UBS thinks $MU can reach $1,625 because the market is treating Micron like a normal memory cycle even as AI makes memory far more critical.
UBS says โmemory could capture much more sustained valueโ as AI token generation becomes more constrained by memory rather than compute.
Knowing yourself truly matters more than external applause. Acknowledge your own advancements and hard work with sincerity, and don't seek daily validation of your self-value from others. ๐ฃA refreshing blend of orange and strawberry juice