NVIDIA Corporation NVDA

Going up please ??
Good Luck ?

$NVDA?

FOLLOW ME TO $250+

$NVDA?

I POOP ON BEARTARD HEADS
$245 Coming Bitches.

@200 plus today ?? I believe so. NVDA is on the way to 300 plus !!!

We should be in 200s at eod

You y’all think NVDA still have gas to push this higher or take all back eow ?

We break 200 tomorrow

NVDA/April 14, 2026 - an hour ago
Nvidia's 'Party AIn't Over Yet', BNP Says: The Bull Case Most People Haven't Heard Yet
If there were doubts about Nvidia Corp‘s (NASDAQ:NVDA) AI momentum, BNP Paribas just pushed back—with a line that says it all: the "party AIn't over yet."

And the bullish signal isn't coming from chip demand alone. It's coming from the companies building around it.

The Real Signal Is In The Supply Chain

BNP's latest Asia hardware initiations highlight a key layer of the AI ecosystem—ODMs (Original Design Manufacturers) like Wiwynn, Accton, Hon Hai, Wistron, and Quanta, which assemble and test AI server racks before they reach hyperscalers.

That matters for Nvidia for a simple reason.

"Nvidia recognises revenue when it ships GPU's chips into its ODM partners," the analysts note—not when the finished servers are delivered.

In other words, Nvidia's revenue engine sits earlier in the chain.

Nvidia GB300 Ramp Reinforces The Bull Case

BNP's checks point to a key development: "GB300 server-rack production is ramping up smoothly."

That's a strong read-through.

It suggests supply-side bottlenecks are easing just as demand from hyperscalers remains firm—supporting continued momentum across the AI stack.

The firm also notes improving trends across ODMs, with "momentum… returning with monthly sales accelerating y/y."

BNP Paribas predicts Nvidia’s stock to rise to $270, implying a gain of almost 40% from current levels.

Timing May Shift—But Demand Hasn't

There is some nuance.

BNP flags that the next-generation Vera-Rubin platform could see a slower initial ramp, with limited trial production late next year and more meaningful contribution in 2027.

But importantly, "we don't see any meaningful potential impact… for NVDA cadence."

Why? Because Nvidia continues shipping into ODM partners regardless of final deployment timing.

The Bigger Picture

The takeaway is straightforward.

Demand remains strong. Supply is catching up. And the ecosystem around Nvidia is moving in sync again.

Or as BNP puts it—the AI party isn't over yet.

$NVDA...HOLD a big position since 2022...The last 7 months sideways range have been very annoying. It should normally be above $250.
Good night from Germany

Nvda nearing breakout point trading at 17x’s fwrd ER. After the May 25’ qtr results the stock jumped 30% from $135 to $180+. AI jut starting its multi-year ramp so get ready for another 30% jump! ?????