{"id":2866,"date":"2026-05-25T16:46:28","date_gmt":"2026-05-25T16:46:28","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/05\/25\/top-investor-says-nvidia-stock-could-surge-another-40-heres-why\/"},"modified":"2026-05-25T16:46:28","modified_gmt":"2026-05-25T16:46:28","slug":"top-investor-says-nvidia-stock-could-surge-another-40-heres-why","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/05\/25\/top-investor-says-nvidia-stock-could-surge-another-40-heres-why\/","title":{"rendered":"Top investor says Nvidia stock could surge another 40%: here\u2019s why"},"content":{"rendered":"
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Nvidia has delivered another blockbuster quarter, but one top-ranked investor says the market is still missing the bigger story.<\/p>\n

The chipmaker reported record first-quarter revenue of $81.6 billion, up 85% from a year earlier, as demand for AI infrastructure continued to surge.<\/p>\n

Yet the bull case is no longer just about selling more GPUs to Microsoft, Amazon, or Google.<\/p>\n

Yiannis Zourmpanos, a five-star investor ranked among the top 1% of stock pros tracked by TipRanks<\/a>, argues that Nvidia is quietly becoming the foundation layer of the AI economy itself.<\/p>\n

That shift, he says, could leave the stock with another 40% upside.<\/p>\n

Nvidia\u2019s quiet identity shift<\/strong><\/h2>\n

For years, the Nvidia story was easy to understand as cloud companies rushed to buy Nvidia\u2019s AI chips, pushing demand and profits sharply higher.<\/p>\n

That story is still true, but Zourmpanos says it is no longer enough. In his view, Nvidia has moved beyond the old GPU supply-and-demand trade.<\/p>\n

The company is now monetising the full AI stack, from compute and networking to orchestration, sovereign AI and CPUs.<\/p>\n

In simpler terms, Nvidia is no longer just selling the bricks for the AI boom; it is increasingly shaping the whole construction site.<\/p>\n

The latest earnings support that view.<\/p>\n

Nvidia\u2019s data centre revenue hit a record $75.2 billion in the quarter, up 92% from a year earlier.<\/p>\n

Gross margin stood at 74.9%, showing that the company still has strong pricing power even as its revenue base has become enormous.<\/p>\n

Nvidia also guided for second-quarter revenue of about $91 billion, plus or minus 2%, ahead of what analysts had expected.<\/p>\n

That is why Zourmpanos called Nvidia the \u201cfoundational infrastructure layer\u201d of AI.<\/p>\n

Why the CPU move could lock out competitors<\/strong><\/h2>\n

The most important part of the argument may not be GPUs at all.<\/p>\n

Zourmpanos points to Nvidia\u2019s expectations of $20 billion in CPU revenue this year as a sign that the company is expanding its role inside AI data centres.<\/p>\n

CPUs are the general-purpose processors that help coordinate workloads.<\/p>\n

GPUs do the heavy lifting for AI, but CPUs, networking and software increasingly determine how efficiently the entire system works.<\/p>\n

If Nvidia can bundle CPUs, GPUs, networking and software into one tightly connected platform, switching away from it becomes harder for customers.<\/p>\n

A cloud provider would not simply be swapping one chip for another; it could be ripping out part of the operating system of its AI factory.<\/p>\n

Zourmpanos argues that Nvidia\u2019s broader platform \u201cincreases barriers to entry\u201d because competitors are no longer fighting just a chip company but an ecosystem.<\/p>\n

What the numbers show?<\/strong><\/h2>\n

Wall Street is broadly on board with the bullish view.<\/p>\n

TipRanks data cited in the report shows Nvidia with a Strong Buy consensus rating, based on 39 Buy ratings, one Hold and one Sell.<\/p>\n

The cited average 12-month price target of $301.29 implies gains of just under 40% from the share price used in that analysis.<\/p>\n

That upside may look surprising after Nvidia\u2019s huge run. But the bullish case rests on the idea that investors are still valuing the company too narrowly.<\/p>\n

There are risks as AI spending could slow<\/a>, or customers may push harder on price.<\/p>\n

Regulators may scrutinise Nvidia\u2019s dominance as cloud companies are investing in their own silicon to reduce dependence on outside suppliers.<\/p>\n

The post Top investor says Nvidia stock could surge another 40%: here\u2019s why<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia has delivered another blockbuster quarter, but one top-ranked investor says the market is still missing the bigger story.The chipmaker reported record first-quarter revenue of $81.6 billion, up 85% from a year earlier, as demand for AI infrastructure continued to surge.Yet the bull case is no longer just about selling more GPUs to Microsoft, Amazon,…<\/p>\n","protected":false},"author":1,"featured_media":2867,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2866","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2866"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2866\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2867"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}