Wall Street is still predicting slightly more than $4 in earnings per share from NVIDIA in calendar 2025, but analysts are now racing to increase their earnings estimates for next year as NVIDIA signals demand for their next-generation Blackwell systems is 'intense.'
We announced our intent to purchase shares of NVIDIA in our $500,000 AI portfolio on September 12th when NVIDIA was trading for less than $120 per share. Our belief was that NVIDIA would rally as Wall Street was forced to raise earnings estimates for 2025.
If you're looking for the most in-depth research report you'll find on stocks riding the AI boom, grab a free copy of our report named 'The Next NVIDIA.' It details why NVIDIA has dominated the first wave of AI and reveals stocks we believe can be massive winners (including a stock with 10X potential) in the next wave of AI growth.
In our first series of buys, we added $25,000 to NVIDIA (a 5% allocation) under the belief that Wall Street was still underestimating the company's earnings in 2025 and long-term competitive advantages.
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