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.
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.