Top Tweets for #Expotech

BofA on $NVDA (Buy; PT $190): "On Tuesday, we hosted NVDA CFO Colette Kress, IR Stewart Stecker, and Andrew Nguyen for a well-attended investor dinner in Las Vegas, following yesterday’s CEO keynote. Big-picture, we feel more confident in: 1) NVDA as an AI incubator: NVDA’s unique and highly leverageable silicon/system/software platform is spawning new growth engines in physical AI/robotics, on-premise AI workstations (Project Digits), AI PC, and autonomous driving (Uber, Toyota partnership). No other merchant or ASIC rival can match this. 2) Early in $2Tn infrastructure opportunity: NVDA is only in the first 20-25% of transforming $1Tn in traditional to accelerated architecture, with another $1Tn opportunity to support new gen-AI business models. Near-term, the stock could stay volatile until Q4 earnings (Feb 26) due to potential enhanced China restrictions (low-mid single digit % sales impact, though offset by stronger demand elsewhere) and transition impact from Hopper to new Blackwell products. The next big catalyst will be the flagship GTC conference starting March 17th. Reiterate Buy on NVDA, our top sector pick." Analyst: Vivek Arya