Morgan Stanley is bullish on chip stocks, predicting that NVIDIA has over 40% upside.

RumbleValidator

2025-12-01 12:40:29

[Coin World] Wall Street is making big moves again. Morgan Stanley recently raised the target prices for several chip companies, among which Nvidia is expected to rise over 40%. It seems that Morgan Stanley has quite a bit of confidence in this wave of AI chip trends, after all, the demand for AI is right there, and Computing Power is hard currency. However, the stock market is a tricky thing; even if institutions are bullish, it still depends on whether actual performance can keep up, as valuations are already not low.

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MoonlightGamer

· 9h ago

40%? Sounds great, but I'm afraid it might just be paper wealth.

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Hash_Bandit

· 9h ago

ngl, reminds me of the gpu mining days—everyone calling "to the moon" while power efficiency was the real bottleneck. morgan stanley pumping nvidia at +40%? sure, but can their network hashrate... i mean, their actual delivery pipeline actually handle the demand? valuations are already priced in pretty thick. seen this movie before.

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