Let’s all take a moment for the Citi traders—their coffee orders may never go uncomplex, and neither will their convictions. Lately, they’ve been struck with a particularly lethal dose of certainty about one of the “Magnificent 7” tech titans, whose only flaw is its inability to stop raking in money: Nvidia. You might know Nvidia as that company that slapped lasers on graphics cards and accidentally built the backbone of Skynet, but what do I know? My laptop still whirs like a jet engine every time I open a spreadsheet. 🤖
According to Yahoo Finance, Citi’s analysts have noticed something big is happening: nations everywhere want their very own AI factories, presumably so the eventual robot overlords will know who to thank in their acceptance speeches. This is apparently great news for Nvidia, and possibly even for humanity, depending on how you feel about the prospect of AI that won’t freeze mid-sentence like your uncle on Zoom.
As Atif Malik and Papa Syll (who I hope one day host a cooking show together) put it,
“We believe sovereign demand is already contributing up to billions of dollars in 2025 [and will rise more in 2026].”
Translation: Countries are tossing bags of cash at Nvidia like it’s a Black Friday sale and the last one before the singularity. If you’re not on that train, the only thing you’ll be left holding is a vintage Beanie Baby collection and a strong sense of regret.
Their report also claims that, “essentially every sovereign deal” involves Nvidia, which sounds less like market analysis and more like an AI-themed mafia: You come to me, you build a data center, you use my chips.
“Nvidia has line of sight to tens of gigawatts of sovereign and enterprise AI factory buildouts over the next few years.”
For the non-engineers among us, “tens of gigawatts” is somewhere between “enough energy to run a small city” and “Marty, we need to get back to the future!” ⚡️
Citi now predicts Nvidia will grow its revenue by 5% in 2027 and a more lively 11% in 2028, hiking their price target up to $190—a 20% leap, or what Tesla owners consider “Tuesday.”
Meanwhile, Robinhood CEO Vlad Tenev popped up on CNBC to assure us that retail investors (the people who buy dog coins at 3am) haven’t stopped piling into all the usual suspects, NVDA included. Tariffs, war, geopolitical mood swings—none of that is stopping Chad from buying another fraction of Nvidia while his air fryer reheats last night’s takeout.
“Retail has pretty much continued to buy the names that they were buying previously. So heavy in the AI space with companies like Nvidia, Tesla, electric vehicles, big in crypto and fintech-related companies.
So it’s very much long innovation. Some companies like Palantir, obviously in the defense space, continue to be retail favorites, but that was always the case, that’s been the case for many, many years. So I would interpret it as retail is sort of moving on ahead investing.”
Translation: If it’s shiny, disruptive, or came to you in a YouTube pre-roll, retail is probably buying it. As for Nvidia, it looks like it’ll be printing money well after the rest of us are replaced by chatbots programmed to regret their life choices. 💸🤷♂️
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2025-07-07 21:27