NVIDIA Corporation (NVDA) — closed signal from September 16, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 15, 2025 — -0.2% at the close.
Predicted vs. what happened
What happened
Reached 77% of the predicted growth at its peak, without hitting the target.
The thesis — published September 16, 2025
NVIDIA is a clear way to invest in AI. The new Rubin CPX GPU announced on 09-16 adds fresh products that keep it ahead. Recent trading shows healthy interest: more buyers stepping in and the recent average price trending upward. Big cloud companies are still spending on data centers, which supports demand. Short-term dips can be chances to buy, with better potential upside over the next three months if sales and sentiment stay firm.
Primary drivers
- Rubin CPX GPU launch on 09-16 should refresh NVIDIA's product line
- More buyers than usual and a rising recent average price signal strength
- Large cloud providers keep investing, supporting steady chip demand
- Strong sales, profits, and cash flow help the company deliver
How it played out
NVDA: target was not reached
Lyra published NVDA at 176.6 on 2025-09-16 with expected growth of 26%. The thesis pointed to the Rubin CPX GPU launch on 09-16, stronger buying interest, a rising recent average price, large cloud provider spending on data centers, and strong sales, profits, and cash flow.
Inside the window, NVDA rose to 212.18 on 2025-10-29, a peak gain of 20.1%. That stayed below the 222.5 target. It ended the window at 176.29 on 2025-12-15. The thesis partially played out because the stock rose sharply inside the window, but it never got there.
What happened during the window
On 2025-09-18, Nvidia announced a $5 billion Intel investment and a chip development partnership. On 2025-09-22, Nvidia and OpenAI announced a strategic partnership tied to at least 10 gigawatts of Nvidia systems and up to $100 billion of investment.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.