NVIDIA Corporation (NVDA) — closed signal from July 25, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 23, 2025.
Predicted vs. what happened
What happened
Reached 50% of the predicted growth at its peak, without hitting the target.
The thesis — published July 25, 2025
After dropping 9% since its stock split, NVIDIA’s price has steadied and is still trading a bit above its recent average. Investor interest is among the strongest in the market, and the wider tech rally led by artificial-intelligence firms is steering money back into top chip makers. Two conferences in Aug and Sep should spotlight the new Blackwell chips and may push forecasts higher. The share could reach $215 in about three months.
Primary drivers
- With about 92% of data-center chip sales, NVIDIA keeps rivals far behind.
- Aug and Sep chip demos may spark interest and push analysts to raise targets.
- Strong buying ratings draw large investment funds looking for fast-growing tech.
- The stock stayed firm after the split, showing buyers still trust the uptrend.
How it played out
NVDA: thesis only partially played out
Lyra published NVDA at $173.72 on 2025-07-25 with 25% expected growth. The thesis pointed to firm post-split trading, strong investor interest, data-center chip share, buying ratings, and Aug and Sep chip demos around Blackwell. The expected destination was $217.13 in the short-term window.
Inside the window, NVDA rose but stayed below the target. It peaked at $195.61 on 2025-10-10, a 12.6% gain, then ended at $182.15 on 2025-10-23. It never got there. The thesis partially played out, because the stock rose, but the target was missed.
What happened during the window
On August 27, 2025, NVIDIA reported second-quarter fiscal 2026 revenue of $46.7 billion and data-center revenue of $41.1 billion. The company also said Blackwell Data Center revenue grew 17% sequentially.
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.