NVDA - NVIDIA Corp

NASDAQ · Technology · Semiconductors

$201.68

Market Closed

End of day · Apr 17, 2026, 12:00 AM

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About

NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds. Its Compute & Networking segment provides Data Center platforms and systems for AI, HPC, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software. The company's products are used in gaming, professional visualization, datacenter, and automotive markets. NVIDIA Corporation sells its products to original equipment manufacturers, original device manufacturers, system builders, add-in board manufacturers, retailers/distributors, independent software vendors, Internet and cloud service providers, automotive manufacturers and tier-1 automotive suppliers, mapping companies, start-ups, and other ecosystem participants. It has a strategic collaboration with Kroger Co. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

https://www.nvidia.com

NVDA - NVIDIA Corp

Technology

I think NVIDIA drops 40% by the end of July. Not because the company is bad. Not because AI is fake. But because this feels like peak expectation. Right now the story is flawless. AI demand is endless. Margins are strong. Every earnings call reinforces the narrative. Everyone agrees it’s the backbone of the AI economy. That’s exactly when risk builds up. When a stock gets priced for perfection, it doesn’t need disaster to fall. It just needs something slightly less impressive than the fantasy. A slowdown in growth. Softer guidance. A margin plateau. Capex pullbacks. Anything that introduces doubt. Semis are cyclical. They always have been. Demand surges, capacity expands, then reality normalizes. But when the crowd is positioned all on one side, normalization feels like betrayal. We’ve seen dominant companies correct 30–50% without the business “breaking.” It happens when multiples compress and sentiment cools. The higher the expectations, the harder the unwind. I don’t think NVIDIA collapses. I think the stock resets. If AI enthusiasm cools even a little, I don’t see this drifting down slowly. I see a sharp repricing. I think NVIDIA drops 40% by the end of July. Not because the company is bad. Not because AI is fake. But because this feels like peak expectation. Right now the story is flawless. AI demand is endless. Margins are strong. Every earnings call reinforces the narrative. Everyone agrees it’s the backbone of the AI economy. That’s exactly when risk builds up. When a stock gets priced for perfection, it doesn’t need disaster to fall. It just needs something slightly less impressive than the fantasy. A slowdown in growth. Softer guidance. A margin plateau. Capex pullbacks. Anything that introduces doubt. Semis are cyclical. They always have been. Demand surges, capacity expands, then reality normalizes. But when the crowd is positioned all on one side, normalization feels like betrayal. We’ve seen dominant companies correct 30–50% without the business “breaking.” It happens when multiples compress and sentiment cools. The higher the expectations, the harder the unwind. I don’t think NVIDIA collapses. I think the stock resets. If AI enthusiasm cools even a little, I don’t see this drifting down slowly. I see a sharp repricing. So I’m locking this in: NVIDIA closes at least 40% lower by July 31, 2026. No edits. No moving the goalposts. Time decides.

Entry

$182.81

Below

$109.00

Jul 31, 2026

Karma

103 to 15352

Bearish

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NVDA - NVIDIA Corp

Technology

Data-center demand and tight supply can preserve pricing power near term. If lead times normalize quickly and backlog cools, the current premium can fade.

Entry

$180.34

Above

$221.22

Mar 28, 2026

Karma

124 to 17462

Bullish

Open

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