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Despite recent market volatility and geopolitical concerns, Bernstein analysts maintain their bullish stance on Nvidia (NVDA), describing the opportunity as “enormous” and arguing that the AI revolution is still in its early stages.
According to Bernstein, Nvidia is beginning a new product cycle with its groundbreaking Blackwell GPUs, which are experiencing unprecedented demand. The investment firm has a target price of $185 for NVDA stock, above the current price near $145.
