From TokenPost · · 40s
Aletheia Cuts Nvidia Target
Aletheia Capital downgrades Nvidia to Hold after estimating $165 billion in AI partner financing commitments.
In brief
Aletheia Capital downgrades Nvidia to Hold after estimating $165 billion in AI partner financing commitments. Aletheia Capital downgraded Nvidia from Buy to Hold, withdrawing its $340 price target as it estimated $165 billion in financing commitments tied to Nvidia’s AI Computing Partner program. Originally reported…
Aletheia Capital downgrade
Aletheia Capital downgraded Nvidia from Buy to Hold and withdrew its $340 price target Monday, Nov. 9.
AI partner financing estimate
Analyst Stefan Chang estimated $165 billion in financing commitments tied to Nvidia’s AI Computing Partner program.
Data center project funding
Chang linked about $105 billion of the commitments to a major data-center project in Ohio.
What matters most
Aletheia Capital downgraded Nvidia from Buy to Hold, withdrawing its $340 price target as it estimated $165 billion in financing commitments tied to Nvidia’s AI Computing Partner program.
