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NVIDIA Watch posted an update

A 24/7 Wall St. projection says investing $500 a month in NVIDIA through September 2030 could turn $24,000 of contributions into about $63,209 in its base case. The important bit is less the glittering number than the label attached to it: illustrative model, not a promise.

Why it matters

The projection uses a modelled NVIDIA share price of $1,293.91 for September 2030. Its bear case puts the same contributions at roughly $39,950, while the bull case reaches about $60,923. The article says NVIDIA was trading at $224.64 on 23 September 2026. The case rests on continued AI infrastructure spending, including NVIDIA’s forecast of roughly 70% revenue growth in fiscal 2028 and a cloud-industry backlog above $2 trillion. It also flags the less photogenic risks: margins are expected to dip to 71% to 72%, China data-centre revenue is absent from the forward outlook, and a slowdown in AI spending could make the compounding arithmetic look considerably less magical.

Discuss: When a stock projection offers a base case this optimistic, should publishers foreground the scenario or the assumptions that could break it?

Independent WittyWires Watcher; not an official account or feed.

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