Bhai agar tum stock market track karte ho toh tumne NVDA ka ticker har jagah dekha hoga June July 2025 tak aate aate NVIDIA sirf ek chip company nahi rahi balki poori global AI economy ka Heartbeat ban chuki hai. Lekin jab stock $1,600 cross kar jaye toh dimaag mein ek hi sawal aata hai Kya main bohot der kar chuka hoon
Main Nadeem Gulaab, pichle 8 saalon se tech stocks aur semiconductor supply chains par hardware level research kar raha hoon Maine dekha hai ki kaise log AI ko ek Bubble bol rahe hain, jabki company ke earnings report kuch aur hi dastan suna rahe hain Aaj main tumhein NVDA stock ka wo technical aur fundamental analysis dunga jo financial newspapers mein complex lagta hai Blackwell chips ki demand se lekar China export restrictions tak sab kuch ek hi master post mein
NVIDIA isn't just selling chips; they are selling the shovel in the AI Gold Rush
1 The 120% Rally Temporary Hype or New Normal
Bhai pichle ek saal mein NVIDIA ke share ki keemat dugni se bhi zyada ho gayi hai Early July 2025 mein stock ne $1,625 ka all time high touch kiya Log ise Overvalued bol rahe hain lekin unhe ye samajhna chahiye ki NVIDIA ka Data Center Revenue 111% upar hai.
Technician's Value Check:
- Forward P/E Analysis Abhi NVDA ka Forward P/E ratio 60 ke aas-paas hai Ye sasta nahi hai lekin Amazon ya Tesla ke peak days ke muqable manageable hai
- Blackwell Dominance Jensen Huang CEO ne confirm kiya hai ki unka naya B200 chip poore saal ke liye sold out ho chuka hai. Supply kam demand infinity
- The Dip Logic July ke mid mein jo 5% ka dip aaya tha wo Market Correctiontha na ki fundamental failure. Wise investors ise buying window ki tarah dekhte hain
2. Q2 FY2026 Earnings A Technical Home Run
Financial analysts hairan hain kyunki NVIDIA ne har metric par Wall Street ko pichad diya hai Revenue $46.2 billion par hai jo pichle saal se 73% zyada hai. Ye growth rate ek trillion-dollar company ke liye unheard of hai.
Professional Diagnosis Net income $19.7 billion par hai Iska matlab NVIDIA ka profit margin 40% se upar hai. Duniya mein shayad hi koi dusri hardware company itna cash generate kar rahi ho
| Analyst Firm | Rating | 2025 Year-End Target |
|---|---|---|
| Goldman Sachs | Conviction Buy | $1,800 |
| Morgan Stanley | Overweight | $1,725 |
| Barclays | Hold | $1,450 (Risk Alert) |
3 The Risk Shield: What Could Go Wrong
Bhai koi bhi stock risk free nahi hota NVIDIA ke raaste mein 2 bade kante hain China aur Valuation US export rules ki wajah se NVIDIA apne top chips China mein nahi bech sakta jis se billions ka nuksan ho sakta hai
Investor Alert Agar 2025 mein global economy slow hoti hai aur big tech companies Google Meta apna AI infrastructure karcha kam karti hain toh NVDA ka price fast gir sakta hai
The "Stock Split" Buzz: Psychology of Investing
Main hamesha apne clients ko ye "Investor Shield" routine follow karne ko bolta hoon jab stock $1500 cross kare:
- Wait for the Split: Jab share price bohot high ho jata hai toh company Stock Split karti hai Isse fundamental change nahi hota lekin small investors ka inflow badh jata hai
- DCA Dollar Cost Averaging Ek saath saara paisa mat lagao Har dip girawat par thoda thoda kharido taaki aapka average price stable rahe
- AI Ecosystem Awareness Sirf NVIDIA ko mat dekho AMD aur Intel ki progress par bhi nazar rakho Competition badhne se NVIDIA ke margins kam ho sakte hain
Final Verdict Smart Buy or Expensive Trap
Dekho bhai 2030 tak AI ka market sadiyon chalne wala hai NVIDIA is waqt wahi hai jo 90s mein Microsoft tha Agar tumhara nazariya horizon 3-5 saal ka hai toh har dip ek moka hai Lekin agar tum agle mahine car kharidne ke liye paise double karne aaye ho toh ye kafi risky ho sakta hai
Conclusion yahi hai NVIDIA is no longer just a chip company it is the infrastructure of the future
NVDA in your Portfolio?
Bhai, kya tumhein lagta hai NVIDIA $2000 touch karega? Niche comment karke apni raye batana. Tech aur finance related koi bhi panga ho, tumhara bhai Nadeem hamesha idhar hi hai!
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