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"We upgrade Nvidia to Buy on the back of a larger FY27e GPU TAM raising our datacenter revenue forecast to $351B XX% above consensus at $258B"
X Link @FoggyFrog 2025-10-15T14:45Z XXX followers, XX engagements
"$NVDA datacenter revenue projected at $351B by FY27 - XX% above consensus $258B 🚀 HSBC raises EPS to $XXXX (vs consensus $6.48) on 700K CoWoS wafer allocation at $TSMC Trading at 49x PE today 37x forward = XX% upside to $XXX target 📊"
X Link @xynth_m 2025-10-15T14:36Z XXX followers, XXX engagements
"$NVDA HSBC upgrades to Buy PT $XXX XX% upside Raises FY27e datacenter revenue to $351B (vs. consensus $258B +36%). FY27e EPS: $XXXX (vs. consensus $6.48) excludes China revenue. Bull case: $390B datacenter revenue EPS $XXXX assuming 800K CoWoS wafers based on supply chain data. CoWoS allocation: 700K wafers (from 480K +140% YoY) at TSMC; momentum returning post Q4-2025. Expects AI GPU TAM growth beyond hyperscalers and potential China demand recovery if trade deal progresses"
X Link @The_AI_Investor 2025-10-15T14:31Z 65.7K followers, 13.5K engagements
"@amitisinvesting That $351B revenue target is wild basically pricing in $NVDA owning the AI stack for years. Hard to call it cheap but even harder to bet against it"
X Link @iOCharts 2025-10-15T13:52Z 1357 followers, XXX engagements