That macro trend supports the view that Nvidia could sustain robust margins across market cycles. My colleague, Adria Cimino, recently predicted that Nvidia (NASDAQ: NVDA) shares, recently trading near $189 per stub, will reach $400 by 2030 , only five years from now. I'm bullish on the stock, myself, own a few shares, and expect them to do quite well over the coming decade. While TSMC has seen its stock price soar amid the booming demand for its chip manufacturing services, its valuation is still attractive. Shares of the company trade for about 28 times expected earnings. Considering TSMC's management expects sales to climb at a 20% compound annual growth rate between 2025 and 2029 while maintaining a strong margin profile, that's a great price to pay for the stock. Nvidia stock price saw strong inflows from hedge funds last quarter, confirming smart money activity. Technical traders expect continuation patterns to form, potentially leading toward $1,250 targets.
