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The AI Investor @The_AI_Investor on x 59.2K followers
Created: 2025-06-05 14:46:23 UTC
BofA Analyst Vivek Arya Reiterates Buy on $NVDA, PT $180;
- Blackwell rack ramp and execution,
- AI diffusion and sovereign demand, and 3) China AI shipments.
The stock’s 30x NTM P/E is attractive vs. its 5-year median of 39x, with a PEG under 1.0x vs. 2.4x for the Magnificent Seven (ex-NVDA).
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