The perspective of mainstream says:

The perspective of mainstream says:
- Walmart and Nvidia have announced stock splits, which can increase investor interest and potentially lead to price appreciation.
- Nvidia and Super Micro Computer are AI stocks that have seen significant growth, with Nvidia's share price increasing 455% and Super Micro's share price increasing 1,150% in the last three years.
- Nvidia is a leader in AI chips and has a full-stack computing platform, while Super Micro is a server manufacturer that has seen strong demand for its AI infrastructure.
- Both Nvidia and Super Micro are expected to be profitable investments in the next 12 months, with Nvidia having a median price target of $145 per share and Super Micro having a median price target of $693 per share.
- Nvidia's stock has grown significantly over the past decade, but investors are now questioning whether it's still a good buy due to its high valuation and margins.
- Intel's recent sell-off has made its stock price higher than its competitors Nvidia and Advanced Micro Devices, despite its weaker earnings and AI market position.
- Chipmakers Nvidia, Arm, and Broadcom are expected to benefit from AI adoption, with Nvidia's non-GAAP earnings expected to grow at 39% annually through 2027.
- Nvidia is expected to crush sales and earnings targets in its Q2 2025 earnings report, driven by rising AI demand and its position as a leader in the space.