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Source document· November 24, 2025

Bull of the Day: NVIDIA (NVDA)

View original at finance.yahoo.com
Bull of the Day: NVIDIA (NVDA) Jensen Huang, founder and CEO of NVIDIA (NVDA), is a leader of global industrial policy in a way the world has never seen before…
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  • NVIDIA created a whole new industry and its success will drive the economics

    80% confidence

  • NVIDIA is on track with the $500 billion Blackwell and Rubin sales forecast for 2025 and 2026

    80% confidence

  • There is opportunity to take more orders beyond the $500 billion announced, including Saudi Arabia agreement for 400,000 to 600,000 GPUs over three years and new customer Anthropic

    80% confidence

  • Long-term investors are getting an excellent opportunity to buy NVDA near $175

    80% confidence

  • Meaningful upside potential persists from ASP increases for Rubin, unit upside potential through CY26, and potential ability to ship to China

    80% confidence

  • Blackwell sales are off the charts and cloud GPUs are sold out

    80% confidence

  • Analysts' sales forecasts for NVIDIA next year were too low at $275 billion and would move to over $325 billion within six months

    80% confidence

  • NVIDIA now owns it all in reference to partnerships with anyone serious about accelerated compute

    80% confidence

  • NVIDIA has significant additional growth and stock upside potential, with AI not in a bubble, reinforcing 50% AI TAM CAGR outlook and $3-4T TAM by 2030

    80% confidence

  • When growing at the rate NVIDIA is growing, nothing can be easy

    80% confidence

  • Michael Burry may eventually be right about AI bubble concerns but is overall at least 2 years early

    80% confidence

  • There is confusion about how NVIDIA's investment deals with ecosystem partners like Anthropic and OpenAI work

    80% confidence

  • Every company in the AI ecosystem has suspicious revenue recognition and true end demand is ridiculously small, with almost all customers funded by their dealers

    80% confidence
Lo que sabemos · la inteligencia detrás de esta página
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Lo que estamos viendo
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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