Nvidia’s CEO Drops Expansion Bombshell While Stock Grinds Toward $150 Like a GPU Rendering in Real-Time
Jensen Huang plays growth card as NVDA shares flirt with resistance—because what’s a little stagnation when you’re printing AI futures?
The Big Bet
Nvidia’s latest power move? Doubling down on data center dominance while Wall Street yawns at the stock’s sideways dance. Because clearly, the market prefers drama over $30B quarterly revenue run rates.
Silicon Irony
Funny how the same traders who once panic-bought AI hype now treat Huang’s roadmap like a legacy token listing. Maybe they’ll care again at $200—or when their ChatGPT portfolios need rescuing.
Source: Victor J. Blue / Bloomberg
Nvidia Unveils Yet Another Expansion As Stock Struggles
The US stock market was hit with another piece of bad news on Monday. The Nasdaq and S&P 500 were all down from Moody’s decision to downgrade the US credit rating. Although US President TRUMP and his administration have been outspoken against the decision, it has been enough to send the market downward.
That drop has affected a host of the Magnificent 7. Yet, it has not deterred the optimism that these companies have for the future of the tech industry. That is clearly seen by Nvidia (NVDA), as CEO Jensen Huang has unveiled yet another key expansion, as the stock has stalled in its trip to $150.
Giving a keynote speech in Taipei to start the week, Huang announced the building of a new office in Taiwan. Specifically, with the help of Mayor Chiang Wan-an, they announced the imminent arrival of Nvidia Constellation, a major office in the country that will be featured in the Science Park area.
The MOVE will have major implications for its operations. Indeed, according to CNBC’s Ray Wang, the new office will help the company with exports to China. Since the arrival of new tariffs on trading partners, its operations in the country have been threatened. However, things could address those issues, allowing the firm to benefit.
The company’s stock fell Monday as it sits at just $134. Still, its value has increased more than 39% over the last 30 days, with all eyes on the psychological $150 level. Currently, it has a median price target of $160, up 18% from its current value.
