Nvidia’s shares are ripe for picking, with the recent sale of DeepSeek fuel at Technology Stocks, according to Morgan Stanley. Analyst Joseph Moore repeated Nvidia as the top pick, and repeated his stock’s overweight ratings in a note to client on Thursday. His $152 price target for the dominant manufacturer of artificial intelligence chips shows a potential potential of around 22% of the stock, based on the end of Wednesday. “Sentiment is getting worse around potential long-term risks, but businesses continue to be close to the terms of business. “We are very optimistic about how the balance will work this year. “Nvidia’s stock has skyrocketed nearly 85% over the past year, but it was a hit after the emergence of Chinese AI startup DeepSeek. Hyper Scholars are committed to AI racing. According to the Stanford University Cyber Policy Center, Deepseek has released 10 generations before the first release of Nvidia’s current Blackwell chip in 2020, and 10 generations before the first generation of Nvidia’s current Blackwell chip. We purchased. The sale of high-tech on January 27th saw Nvidia plummet 17%, losing record amounts in a day of history. Nvidia, which records revenue on February 26th, has fallen by more than 6% this year. NVDA 1Y Mountain Nvidia Stock Performance last year. According to Moore, Deepseek creates some headwinds, centering on export restrictions and long-term AI investments, but the short-term catalyst in the form of Nvidia’s Blackwell and Hopper Chip solutions remains intact. Demand for Blackwell remains strong, with a “very promising” signal for future demand coming from CoreWeave’s announcement on Tuesday that it brings Nvidia’s GB200 NVL72 instance to the platform, making Blackwell available to the public Became the first cloud service provider to do so. Analysts are also sticking to Nvidia as the company’s largest clients’ capital expenditure commentary reaffirms its AI investment plan. For example, he said Nvidia’s cloud customers are still committed to buying more graphics processing units to make money. “There remains a continuing commitment to moving forward at the cutting edge for investments that are not making profits today,” Moore said. “Many architects of the largest (artificial general information) clusters have reiterated their commitment to expanding their large training clusters without showing Deepseek changing its momentum,” the analyst adds. I did. Moore believes that NVIDIA’s biggest long-term catalyst goes beyond AI training, particularly as inference tasks become more complicated, it goes beyond leveraging company leadership in the inference market. Inference refers to the process in which a trained AI model can apply that knowledge to new data and make predictions or decisions based on that data. “We are confident that Nvidia is the biggest beneficiary of our long inference workload,” he said.
Morgan Stanley says he buys deepseek dip at nvidia, calling it a top pick to earn money
By NvidiaDaily
