NVIDIA Corporation (NVDA) — closed signal from September 21, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 20, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published September 21, 2025
NVIDIA looks like it is stabilizing while demand for AI gear stays strong. Recent coverage points to a new push to build AI infrastructure, new stock listings, and partners like CoreWeave growing fast. There is lots more buying than usual, suggesting a controlled turn upward. The stock is pricey, but it may keep leading as companies lift AI budgets. A close above 182 could confirm the next 3 month move.
Primary drivers
- Companies are raising AI spending and keeping hardware orders strong
- Buying interest is picking up, pointing to a steady, healthy turn
- Partners like CoreWeave are growing fast, lifting the wider AI network
- Likely to stay a leader as money shifts toward AI-focused winners
How it played out
NVDA: peak stayed below the target
Lyra published NVDA at 176.66 on 2025-09-21 with expected growth of 21%. The thesis pointed to strong demand for artificial intelligence gear, rising hardware orders, heavier buying interest, fast growth at partners like CoreWeave, and a possible confirmation if the stock closed above 182.
Inside the window, NVDA rose to a peak of 212.18 on 2025-10-29, a 20.1% gain. The target was 213.75, and the stock never reached it. It ended the window at 180.99. The thesis mostly played out on direction and size, but it missed the target.
What happened during the window
On November 19, 2025, Nvidia reported third-quarter revenue of $57.01 billion and diluted earnings per share of $1.30. The company also reported data center revenue of $51.2 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.