Source Post

Nvidia’s $400 Target After Earnings Is Insane

May 21, 2026

Nvidia reported strong earnings, exceeding revenue and EPS expectations and providing robust guidance. Despite the impressive numbers, the stock's reaction was muted, suggesting market conditioning to expect perfection. The creator highlights the significant growth in Nvidia's data center business, which is diversifying beyond the major cloud providers.

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AMDNeutralLow ConvictionResearch Only

AMD is noted as a strong performer in the semiconductor space, with gains exceeding 100% year-to-date.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned as a semiconductor company that has also seen significant gains year-to-date, up over 20%.

NVDANeutralMedium ConvictionSignal-backedPrimary

Nvidia reported strong earnings and guidance, but the stock's muted reaction suggests investors expect perfection, leading the creator to hold their position while analyzing the underlying business.

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