Looks like wall street has silently increased 2025 revenue estimate again, now sitting at $195B, a $10B up revision from the previous $185 right after earning.
I have mentioned this numerous times, instituions are using the opportunity to shake off retails and build their positions. My value estimation model shows NVDA price to be at $175 if they can do $195B next year.
Never try to guess the bottom, I dont know if yesterday's 131 is the bottom or not. But I do know this, whether you buy at 135, 131, or 120 (if you get lucky), by the time NVDA is 175, you will forget all about these entry price. The only thing you will regret is "why didn't I buy enough shares"
