NVDA Could Go Up To $170 In Q1 After Breaching $145 Level As Traders Turn Bullish On Jensen Huang's AI Giant
The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.
① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.
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Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
In one year, nearly 30 billion was spent: NVIDIA became the favorite of retail investors in 2025.
NVIDIA has become a favorite among retail investors. According to Vanda Research, the net buying amount of NVIDIA has approached 30 billion dollars so far this year, surpassing the SPDR S&P 500 ETF (SPY), and is expected to exceed Tesla. Compared to 2021, the net inflow of retail funds into NVIDIA has grown nearly ninefold.
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Attractiveness crushes the broad Index! In 2024, retail investors net purchased 29.8 billion USD in NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
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The giants' "AI life-and-death battle": will the winner take all?
In the past, Technology companies often focused on their core Business, but now, these boundaries are gradually becoming blurred. Giants like OpenAI, NVIDIA, Google, and Amazon are increasing their investments in AI Chips, Cloud Computing, and large models, attempting to create a complete AI ecosystem.
Why does Apple consistently refuse to use NVIDIA?
In the 2000s, there was a brief "honeymoon period" between the two parties, but over time, the contradictions between business and technology have intensified. Apple has always aimed to create a complete ecosystem, and large-scale procurement of NVIDIA's GPUs will undoubtedly weaken Apple's dominance in the AI field.
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U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.