Nvidia Corporation remains a Strong Buy, with a $447 price target (~101% upside), driven by its transformation into the AI economy's central infrastructure and governance provider. NVDA's strategic moves—Hugging Face acquisition, BlueField-4 agentic governance, NVLink Fusion, and DSX energy orchestration—solidify its moat and recurring-token-yield economics. By financializing AI GPUs and forming insurance-backed asset classes, NVDA mitigates CapEx risk and secures liquidity from neocloud investments and a $150B buyback.
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