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![StockSavvyShay Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1096436452576047104.png) Shay Boloor [@StockSavvyShay](/creator/twitter/StockSavvyShay) on x 199.1K followers
Created: 2025-07-08 11:20:26 UTC

CITI RAISES $NVDA PRICE TARGET TO $XXX 

• AI data center TAM raised to $563B by 2028 -- bullish for $TSM (exclusive foundry), $ASML (EUV orders) & $AMD as AI compute spending expands across the stack

• Networking TAM raised from $90B to $119B (+32%) & now expected to be XX% of the total AI stack -- major tailwind for $AVGO, $MRVL & $ALAB, which power the high-speed interconnects & switching infrastructure behind next-gen AI clusters

![](https://pbs.twimg.com/media/GvVNvu1bUAAFY01.png)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1942544301919199255/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[nvda](/topic/nvda)
[$mrvl](/topic/$mrvl)
[javascript](/topic/javascript)
[$119b](/topic/$119b)
[$90b](/topic/$90b)
[$amd](/topic/$amd)
[$asml](/topic/$asml)

[Post Link](https://x.com/StockSavvyShay/status/1942544301919199255)