NVIDIA Corporation (NVDA) — closed signal from November 24, 2025
Partial Published before the outcome was known, scored automatically when the window closed on February 22, 2026 — +6.3% at the close.
Predicted vs. what happened
What happened
Reached 25% of the predicted growth at its peak, without hitting the target.
The thesis — published November 24, 2025
NVIDIA looks like a good rebound trade over the next three months because its core business is strong and demand for data center GPUs is very high. A big new Microsoft-Anthropic deal boosts future chip orders. Political news about U.S. export rules for China makes stock swings bigger, but easing limits would likely help prices over this horizon.
Primary drivers
- Strong demand for data center GPUs driving sales and cash flow
- Very low StochK indicates the pullback may reverse soon
- Microsoft-Anthropic deal increases near-term chip orders
- Possible U.S. export relaxation could lift sales to China
How it played out
NVDA: target was not reached by February 22
Lyra published NVDA on November 24, 2025 at $178.65. The thesis expected 36% growth over the short term, with a target of $242.95. It pointed to strong demand for data center GPUs, a very low StochK reading, the Microsoft-Anthropic deal, and possible easing of U.S. export limits for China.
Inside the window, NVDA rose but did not reach the target. The peak was $194.49 on January 30, 2026, a gain of 8.9%. It ended the window at $189.82 on February 22, 2026. The thesis partially played out on direction, but it missed the published target.
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.