Subject: Added shares $103
Who knows how the tariffs will ultimately play out but I like the current risk/reward & added more NVDA @$103. Jensen & team will adjust & figure out the path of least resistance imo. They are spending hundreds of billions in the US. Forward PE of 23, hyperscalers’ never ending demand and net profit margin of ~55%. NVDA is approaching its recent low from Aug. 2024. Avg. Price target on the Street is $176. Should be an interesting remainder of 2025.