Seeking Alpha
08 Oct 2026, 16:48 UTC · 1h ago
Nvidia: AI's Lender Of Last Resort
Impact · against what's priced in
The article provides no material catalyst for NVDA as its core growth guidance and financing strategies are already baked into the current valuation. The shift toward credit-extension to support AI buildouts serves as a mechanism to achieve the growth targets the market already expects, rather than adding new value beyond current projections.
- NVDA+0.00
Already priced in
- The price assumes
the near-term 70% fiscal 2028 growth guide
The author's $300 price target is based on the 70% growth outlook that the market has already factored into the current price.
What NVDA's price assumes · Sep 1
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