‘Don’t Bet Against It’: $4 Trillion in Sight for Nvidia Stock, Says Investor

Nvidia (NASDAQ:NVDA) has regained much of its shine over the last two months, catching fire once more with a bull run that has boosted its share price by some 50%.

This sharp rebound came after a rare rough patch for the AI chipmaker earlier in 2025, when the stock struggled under the weight of tariff shocks, export restrictions, and concerns over reduced capex spending by hyperscalers.

The tide began to turn as geopolitical tensions eased and major cloud players reaffirmed their investment plans, restoring confidence in the AI infrastructure boom. A strong earnings report and bullish guidance in late May further reinforced that momentum.

However, even with the renewed optimism, not all signals are flashing green. Nvidia’s revenue growth is beginning to decelerate – a likely outcome given its enormous scale – prompting some investors to question how much upside is still left. Could this be the point where enthusiasm gives way to caution?

One investor, known by the pseudonym Cash Flow Venue, thinks the best course of action is to take a deep breath – and enjoy the ride.

“Let go of valuation concerns and wait for a $4 trillion+ valuation,” explains Cash Flow Venue, who urges investors to simply “follow the money!”

Looking at its recent Fiscal Q1 2026 earnings report, Cash Flow Venue cites the company’s impressive year-over-year growth of 69% as a sign that Nvidia has no problem generating cash. Meanwhile, the company’s EBITDA for the trailing twelve months has grown to some $91 billion, with the pace of the gains outpacing the rise in Nvidia’s Enterprise Value.

“Nvidia’s bears often forget that its valuation growth wasn’t detached from the business growth. Even more, the business grew more dynamically than the valuation,” Cash Flow Venue noted.

And there are plenty of drivers to boost additional growth, the investor hastens to add. With its top-tier hardware, CUDA software, and robust finances, Cash Flow Venue believes that CEO Jense Huang’s optimism regarding Nvidia’s future is certainly justified.

With the pole position in the AI race and plenty of momentum on its side, it’s an easy decision for this investor.

“A ‘strong buy’ business with the best capabilities to capitalize on the new ‘industrial revolution,’” concludes Cash Flow Venue (To watch Cash Flow Venue’s track record, click here)

That’s the gist on Wall Street as well. With 35 Buy, 4 Hold, and 1 Sell recommendations, NVDA continues to be a consensus Strong Buy. Its 12-month average price target of $172.36 indicates that despite its recent surge, analysts still see an upside of ~21% up ahead. (See NVDA stock forecast)

To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.

Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.