Nvidia Stock Hits All-Time Highs: Here's How Much Nancy Pelosi's 500 Call Options Are Worth Today
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2024
0mins
Should l Buy NVDA?
Source: Benzinga
Nvidia Stock Surge: Nvidia's shares have reached all-time highs, increasing the company's value from $1 trillion to over $3 trillion, with significant gains for investors including former House Speaker Nancy Pelosi and her husband, who made substantial investments in Nvidia stock and options.
Pelosi's Trading Controversy: Despite reporting profitable trades in Nvidia, Pelosi faces scrutiny over past sales that resulted in missed profits, leading to calls for legislation to restrict trading by Congress members and their spouses, highlighted by the proposed PELOSI Act.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.980
Low
200.00
Averages
264.97
High
352.00
Current: 187.980
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Potential Analysis: Oppenheimer anticipates Nvidia's Q4 sales could see a typical upside of $2B to $3B, primarily driven by the GB300 Ultra, indicating strong performance in the AI sector.
- Growing Market Demand: Expected capital expenditures from cloud service providers are projected to reach $650B in 2026, up from over $400B in 2025, reflecting sustained demand for Nvidia's products.
- New Product Outlook: The average selling price for Vera Rubin is expected to be 40% to 50% higher than that of GB300, potentially adding around $8B in revenue for Nvidia, further solidifying its market leadership.
- Market Size Expansion: With China now included, Nvidia's total addressable market is estimated to be around $4T, showcasing its dominant position in the global AI platform and future growth potential.
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- Weak Market Performance: Since August 2025, Nvidia's stock has only risen by 5%, significantly lagging behind the S&P 500's 10% gain, indicating market caution regarding its future growth despite optimistic prospects in the AI sector.
- Surge in Capital Expenditures: Amazon, Alphabet, and Meta expect to spend at least $500 billion in capital expenditures in 2026, positioning Nvidia as a primary beneficiary; if it maintains its market share, it could see substantial revenue growth, with global data center capital expenditures projected to reach $3 trillion to $4 trillion by 2030.
- China Market Resumption: Nvidia has regained the ability to export GPUs to China, re-entering the world's second-largest AI market; although the stock has not significantly reacted to this positive development, it provides new momentum for future growth.
- Attractive Valuation: With a forward P/E ratio of less than 24, Nvidia's stock appears cheap compared to the S&P 500's 21.9, suggesting that investors should consider buying during this pullback, especially with upcoming spending increases on the horizon.
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- Investment Increases: Soros Fund Management raised its Nvidia (NVDA) position by 22% in Q4 to 665K shares worth approximately $124 million, indicating sustained confidence in the chipmaker.
- Holding Changes: Point 72 Asset Management increased its Nvidia holdings by 38% to 9.99 million shares valued at around $1.86 billion, maintaining a significant position in its portfolio.
- Reduction Trends: While Goldman Sachs (GS) still holds $31 billion in Nvidia shares, it reduced its stake by 1%, and JP Morgan (JPM) cut its holdings by 7% in Q4 to 456 million shares worth about $85 billion, reflecting market divergence on the stock.
- Major Liquidation: SoftBank (SFTBY) completely liquidated its over 19.22 million shares of Nvidia to finance further investments in AI, indicating a strategic shift in investment focus.
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- Market Transformation: Navitas Semiconductor's strategic pivot from low-margin phone chargers to high-value AI data centers and renewable energy systems indicates a focus on long-duration growth markets, which is expected to yield more sustainable design wins.
- Technological Advantage: The company manufactures chips using gallium nitride (GaN) and silicon carbide (SiC), which outperform traditional silicon in handling high voltages and fast switching, enhancing power conversion efficiency and reducing energy waste even in harsh conditions.
- Customer Stickiness: By focusing on establishing long-term relationships with major clients, Navitas ensures that once a design is secured, it typically lasts for years, aiding steady market share growth in AI and renewable sectors.
- Investment Outlook: Analysts suggest that Navitas's stock price could grow 2 to 3 times over the next five years, reflecting its long-term growth potential in AI infrastructure and electrification, making it a suitable consideration for patient investors.
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- Global Semiconductor Hub: Taiwan is expected to maintain its status as the central hub for semiconductor production, producing over 60% of the world's chips and 90% of advanced semiconductors, thereby reinforcing its leadership in the global market and ensuring national security.
- Significant Export Growth: Taiwan's exports surged by approximately 70% in January, marking the fastest pace in 16 years, primarily driven by strong demand for AI hardware, highlighting Taiwan's crucial role in the global AI surge.
- GDP Forecast Upgrade: The Taiwan government has raised its GDP growth forecast for 2023 to 7.71%, with an expected full-year growth rate of 8.68%, the fastest in 15 years, reflecting robust economic recovery momentum.
- New Investments and Job Opportunities: Nvidia is advancing plans for a new headquarters in Taipei, with expected investments exceeding 40 billion New Taiwan dollars and the creation of over 10,000 jobs, further propelling Taiwan's semiconductor industry development.
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- Market Outlook: Stock futures are indicating potential gains on Friday.
- Investor Sentiment: Investors are overlooking rising oil prices.
- Focus on Inflation: Attention is shifting towards upcoming key inflation data.
- Economic Indicators: The market's reaction suggests optimism despite external pressures.
See More
Nvidia's Q4 Earnings Outlook Shows Strong Potential
- Earnings Potential Analysis: Oppenheimer anticipates Nvidia's Q4 sales could see a typical upside of $2B to $3B, primarily driven by the GB300 Ultra, indicating strong performance in the AI sector.
- Growing Market Demand: Expected capital expenditures from cloud service providers are projected to reach $650B in 2026, up from over $400B in 2025, reflecting sustained demand for Nvidia's products.
- New Product Outlook: The average selling price for Vera Rubin is expected to be 40% to 50% higher than that of GB300, potentially adding around $8B in revenue for Nvidia, further solidifying its market leadership.
- Market Size Expansion: With China now included, Nvidia's total addressable market is estimated to be around $4T, showcasing its dominant position in the global AI platform and future growth potential.
See More
Nvidia's Stock Pullback Presents Investment Opportunities
- Weak Market Performance: Since August 2025, Nvidia's stock has only risen by 5%, significantly lagging behind the S&P 500's 10% gain, indicating market caution regarding its future growth despite optimistic prospects in the AI sector.
- Surge in Capital Expenditures: Amazon, Alphabet, and Meta expect to spend at least $500 billion in capital expenditures in 2026, positioning Nvidia as a primary beneficiary; if it maintains its market share, it could see substantial revenue growth, with global data center capital expenditures projected to reach $3 trillion to $4 trillion by 2030.
- China Market Resumption: Nvidia has regained the ability to export GPUs to China, re-entering the world's second-largest AI market; although the stock has not significantly reacted to this positive development, it provides new momentum for future growth.
- Attractive Valuation: With a forward P/E ratio of less than 24, Nvidia's stock appears cheap compared to the S&P 500's 21.9, suggesting that investors should consider buying during this pullback, especially with upcoming spending increases on the horizon.
See More
Mixed Signals from Hedge Funds on Nvidia Investments
- Investment Increases: Soros Fund Management raised its Nvidia (NVDA) position by 22% in Q4 to 665K shares worth approximately $124 million, indicating sustained confidence in the chipmaker.
- Holding Changes: Point 72 Asset Management increased its Nvidia holdings by 38% to 9.99 million shares valued at around $1.86 billion, maintaining a significant position in its portfolio.
- Reduction Trends: While Goldman Sachs (GS) still holds $31 billion in Nvidia shares, it reduced its stake by 1%, and JP Morgan (JPM) cut its holdings by 7% in Q4 to 456 million shares worth about $85 billion, reflecting market divergence on the stock.
- Major Liquidation: SoftBank (SFTBY) completely liquidated its over 19.22 million shares of Nvidia to finance further investments in AI, indicating a strategic shift in investment focus.
See More
Analyzing Growth Potential of Navitas Semiconductor
- Market Transformation: Navitas Semiconductor's strategic pivot from low-margin phone chargers to high-value AI data centers and renewable energy systems indicates a focus on long-duration growth markets, which is expected to yield more sustainable design wins.
- Technological Advantage: The company manufactures chips using gallium nitride (GaN) and silicon carbide (SiC), which outperform traditional silicon in handling high voltages and fast switching, enhancing power conversion efficiency and reducing energy waste even in harsh conditions.
- Customer Stickiness: By focusing on establishing long-term relationships with major clients, Navitas ensures that once a design is secured, it typically lasts for years, aiding steady market share growth in AI and renewable sectors.
- Investment Outlook: Analysts suggest that Navitas's stock price could grow 2 to 3 times over the next five years, reflecting its long-term growth potential in AI infrastructure and electrification, making it a suitable consideration for patient investors.
See More
Taiwan's Semiconductor Production Hub Status Strengthened
- Global Semiconductor Hub: Taiwan is expected to maintain its status as the central hub for semiconductor production, producing over 60% of the world's chips and 90% of advanced semiconductors, thereby reinforcing its leadership in the global market and ensuring national security.
- Significant Export Growth: Taiwan's exports surged by approximately 70% in January, marking the fastest pace in 16 years, primarily driven by strong demand for AI hardware, highlighting Taiwan's crucial role in the global AI surge.
- GDP Forecast Upgrade: The Taiwan government has raised its GDP growth forecast for 2023 to 7.71%, with an expected full-year growth rate of 8.68%, the fastest in 15 years, reflecting robust economic recovery momentum.
- New Investments and Job Opportunities: Nvidia is advancing plans for a new headquarters in Taipei, with expected investments exceeding 40 billion New Taiwan dollars and the creation of over 10,000 jobs, further propelling Taiwan's semiconductor industry development.
See More
Stock Market Movers: Opendoor, Nvidia, Grail, Newmont, AppLovin, and Others
- Market Outlook: Stock futures are indicating potential gains on Friday.
- Investor Sentiment: Investors are overlooking rising oil prices.
- Focus on Inflation: Attention is shifting towards upcoming key inflation data.
- Economic Indicators: The market's reaction suggests optimism despite external pressures.
See More
