1. Historical accounting issues and OEM competition are present, but AI tailwinds, mid-range server adoption, and cost optimization support a Moderate Buy stance with a $50-$60 target; 2. Vertically integrated manufacturing, customizable GPUs, and global expansion signal robust top-line prospects, but uncertain supplier ties and potential share commoditization are concerns; 3. Despite not ranking top among AI plays, moderate margins, scaling operations, and ongoing HPC adoption imply a 25-37% upside, assuming stable EPS growth and limited accounting risks.
Related Articles
- AMD Expresses Confidence In AI & CPU Roadmap In Response To Intel-NVIDIA Deal25 days ago
- Novo Nordisk And Its Real Value4 months ago
- DigiTech ASEAN Thailand Returns This November As Demands For Digital And AI-Driven Solutions Grow6 months ago
- Symposium on VLSI Technology & Circuits in Kyoto,6 months ago
- TDK develops 20ps Spin Photo Detector6 months ago
- Nvidia: A Generational Investment With Asymmetric Upside6 months ago
- Pegatron NVIDIA GB300 NVL72 and More at NVIDIA GTC 20256 months ago
- Lemonade: An Incredible Small Cap At A Great Valuation6 months ago
- Running the Deepseek-R1 671B Model at FP16 Fidelity Alongside Virtualized Workloads6 months ago
- KI in Europa: How do we position ourselves in the global competition?6 months ago