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162.85 USD -3.34 (-2.01%)

At closeNov 13, 2026, 7:59 PM EST

161.01 -1.84 -1.13%

After hours · Nov 13, 7:59 PM ET

158.39 Day range 170.00
148.80 52-week range 243.37
YTD
-12.68%
1 year
-12.85%

Discussion (22885)

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Sanjay Banerjee NVDA 8 months ago #3134

Short squeeze on! Millionaires are loading again
Check level 2… NVDA will end up positive $190

NeMo NVDA 8 months ago #3135

Regional Security and Geopolitical Risk
Direct Infrastructure Attacks: Recent drone strikes on Amazon Web Services (AWS) data centers in the UAE and Bahrain have demonstrated that digital infrastructure is now a physical military target.
Recalibrating U.S. Alliance: There is a growing perception that U.S. and Israeli military actions are destabilizing the region. This has led to a reassessment of security strategies and a shift toward "sovereign-controlled" infrastructure that is less dependent on Western providers.
EnkiAI
EnkiAI
+2
2. Budgetary and Economic Strains
"Budget Stains": The ongoing war is draining regional resources through reduced income from energy exports, shipping, and tourism.
Precautionary Measures: Financial analysts view potential withdrawals as a "precautionary measure" to preserve capital as regional tensions rise.
Escalating Costs: Military spending and the need for physically "fortress-hardened" data centers have inflated capital expenditures, making the original multi-trillion dollar U.S. pledges less sustainable.
EnkiAI
EnkiAI
+3
3. U.S. Regulatory and Policy Shifts
Export Controls: The U.S. has introduced stricter rules for AI chip exports, requiring foreign firms to provide government-to-government assurances and potentially undergo on-site visits.
Investment Barriers: The Trump administration has reportedly considered using these license requirements as "negotiation leverage," which has created friction with Gulf allies.
Center for European Policy Analysis (CEPA)
Center for European Policy Analysis (CEPA)
+1
4. Internal Strategic Shifts
Prioritizing Domestic Buildouts: Instead of funding U.S. infrastructure, Gulf states are doubling down on domestic "sovereign AI" efforts—such as Saudi Arabia's Project Transcendence and the UAE's Khazna projects—to ensure their own technological resilience.
Environmental and Resource Constraints: Energy constraints in the U.S. and Europe have made the Middle East's own abundant solar power more attractive for local data center expansion.
Constellation Research
Constellation Research
+3

What are the implications for US AI development if Middle Eastern countries reduce investments?

What's the current state of the U.S.-Iran conflict and its impact on the Middle East?

Tell me more about Saudi AI efforts
Data Center Risk 2026: War Reshapes ME Investment - EnkiAI

EnkiAI
BREAKING: 3 of the 4 big Gulf countries (Saudi Arabia, UAE, Kuwait, and Qatar ...

Facebook·The tribe

Will Trump back down? Saudi Arabia, UAE, Kuwait, Qatar rethink US ...

The Financial Express

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StockMaster NVDA 8 months ago #3136

$NVDA..WE all know that the 7-month sideways range is complete bullshit...forward P/E 17..ridiculously undervalued... revenue +72%... guidance is excellent... all analysts see the price target at $230-$300.

Member NVDA 8 months ago #3137

Wall Street analysts have issued bullish forecasts for both Nvidia (NVDA) and Microsoft (MSFT) as of March 2026, driven by sustained AI demand and robust quarterly earnings. Consensus targets suggest a potential upside of approximately 40% for Nvidia and 50% for Microsoft over the next 12 months.
MSN
MSN
+2
Nvidia (NVDA) Analyst Outlook
Price Targets: The consensus average price target for Nvidia is approximately $256 to $263.

Member NVDA 8 months ago #3138

NVDA Tactical Rules Are Bullish Preferring Stocks Over Bonds – FLASHING GREEN
The tactical rules signal a “a flashing green light” in the aftermath of the Fed holding rates steady, the Trend decelerating, and the Crowd being neutralized by sentiment polls that are viewing the market through different lenses. Given the fluidity of economic data, earnings guidance, and the mood of investors, the Three Rules are likely to move around further in the weeks to come. However, currently our Tactical Rules are giving a more bullish signal than our last update. Over the next 3 to 6 months, we believe that market conditions will continue to favor domestic and international equities over bonds as yields continue to fall.

StockMaster NVDA 8 months ago #3139

$NVDA..MANY investors are thankfully completely stupid... the best example is the utterly idiotic, hysterical sell-off of the entire software sector... AI will never replace broadly diversified companies like ServiceNow, Microsoft, Salesforce, Palo Alto, & Co., but will intelligently complement them... But because the idiots in the market set the sector on fire, it was possible to buy in at fantastic prices... thank you for that... such an opportunity has rarely existed in the last 15 years.
Good night from Germany

StockMaster NVDA 8 months ago #3140

$NVDA..THE statistically very positive market phase begins no later than the second half of March... I would be extremely cautious with short positions then...end of sideways >260-280 eoy