NVIDIA Corporation (NVDA) — closed signal from September 20, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 19, 2025.
Predicted vs. what happened
What happened
Reached 67% of the predicted growth at its peak, without hitting the target.
The thesis — published September 20, 2025
NVDA leads in chips that power AI. Big customers keep spending, and a friendly market helps well-known AI names. Recent price moves and news suggest steady demand, and major banks are raising their targets across the group. Expect normal ups and downs; consider buying on dips while tracking supply, pricing, and rivals. The next 1-3 months look favorable if AI orders stay strong and interest in AI stays high.
Primary drivers
- Ongoing heavy AI spending by the largest tech firms and big companies
- Price trend looks positive; recent average price and demand stay firm
- Solid business results and strong demand across partners and customers
- A confident market mood is steering money toward top AI winners
How it played out
NVDA: target was not reached
Lyra published NVDA at $176.66 on 2025-09-20 with a short-term view for 30% growth. The thesis pointed to heavy artificial intelligence spending by the largest tech firms and big companies, firm demand, solid business results, a positive price trend, and a confident market mood around leading artificial intelligence names.
Inside the window, NVDA peaked at $212.18 on 2025-10-29, a 20.1% gain. It stayed below the $229.65 target and never reached it. By 2025-12-19, it ended at $180.99. The thesis partially played out, but the published target was missed.
What happened during the window
On 2025-09-22, Nvidia and OpenAI announced a strategic partnership tied to at least 10 gigawatts of Nvidia systems. On 2025-11-19, Nvidia reported third-quarter fiscal 2026 revenue of $57.006 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.