NVIDIA Corporation (NVDA) — closed signal from July 3, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 1, 2025.
Predicted vs. what happened
What happened
Reached its target in 28 days.
The thesis — published July 3, 2025
Nvidia’s data-center chips are still hard to get, keeping prices high. On July 3 the firm briefly neared a four-trillion-dollar value, proving big investors remain keen. Trading and price action look strong after the stock split. With August results and a possible larger share-buyback ahead, aiming for about $183 within three months seems reasonable even though the shares are already expensive.
Primary drivers
- Big cloud firms order more chips than Nvidia can supply, locking in sales through 2026
- Near $4T value on July 3 shows steady demand from large investors for this AI leader
- Heavy buying and solid price gains since the split signal continued upward momentum
- Mid-August earnings and a likely larger buyback could lift the stock over the next 90 days
How it played out
NVDA: target reached in 28 days
Lyra published NVDA at $159.32 on 2025-07-03 with a short-term target of $183.20 and expected growth of 15%. The thesis pointed to tight supply for data-center chips, demand from large investors after a near four-trillion-dollar value, strong trading after the split, August results, and a possible larger buyback.
Inside the window, NVDA reached the target in 28 days. The peak was $188.13 on 2025-10-01, with a peak gain of 18.1%. The stock ended the window at $187.23. The published thesis played out.
What happened during the window
On 2025-08-27, NVIDIA reported second-quarter revenue of $46.74 billion and adjusted earnings of $1.05 per share, according to Investopedia. On 2025-08-27, The Guardian reported that NVIDIA projected third-quarter revenue of $54 billion and announced an additional $60 billion stock buyback.
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.