It’s February 23, 2025, and Nvidia (NASDAQ: NVDA) is again stealing the spotlight. With its Q4 FY 2025 earnings report just days away on February 26, the AI chip giant has Wall Street buzzing. A recent article from TipRanks caught my eye: “‘This is a Golden Opportunity,’ Says Top Investor About Nvidia Stock.” The headline alone is enough to make any investor perk up. But what’s behind this bold claim? Let’s break it down, explore why Nvidia’s stock is heating up, and determine if now’s the time to jump in.
Why Nvidia’s Earnings Are the Talk of the Town
Few companies command attention like Nvidia does before an earnings release. Scheduled for February 26, this report isn’t just another quarterly update—it’s a litmus test for the AI revolution. Nvidia’s chips power everything from ChatGPT to autonomous vehicles, and investors are dying to know if the company can keep its hot streak alive.
Enter Dair Sansyzbayev, a top investor in the top 3% of TipRanks’ stock pros. He’s calling Nvidia a “golden opportunity” ahead of this earnings drop. Why? He’s betting the company will “deliver another strong quarter,” potentially soaring its share price. For Sansyzbayev, this isn’t just a hunch—it’s a conviction backed by Nvidia’s track record and market dominance.
The Numbers Behind the Hype
Let’s talk stats. Nvidia’s been a beast, with its stock up over 150% in the past year alone, driven by insatiable demand for AI hardware. TipRanks notes Wall Street’s consensus: 30 Buy ratings and just 2 Holds, earning Nvidia a “Strong Buy” stamp. What is the average 12-month price target? $179.77—about 34% above its current price as of February 23. That’s a hefty upside for a stock already trading near $134.
But it’s not just about the past. Analysts expect Nvidia’s Q4 revenue to hit $32.5 billion, a jaw-dropping 92% jump year-over-year, fueled by its data center segment. Earnings per share (EPS) is pegged at $0.81, up from $0.27 last year. I could see fireworks ifSansyzbayev’s right, and Nvidia beats these estimates,
A Real-Life Investor’s Dilemma
Picture this: Jake, a 28-year-old software engineer from Austin, bought Nvidia at $100 last summer. He’s up 34% and counting, but he’s sweating this earnings report. “Do I hold or sell?” he wonders, scrolling through TipRanks late at night. Jake’s story isn’t unique—thousands of retail investors are in the same boat, lured by Nvidia’s growth but jittery about its next move.
Sansyzbayev’s take might tip the scales for Jake. “I expect a big positive catalyst for the share price,” the investor told TipRanks. That could mean holding tight or buying more if the dip comes first for Jake.
What’s Driving Nvidia’s Golden Moment?
So, why does Sansyzbayev see gold where others see uncertainty? It starts with Nvidia’s stranglehold on AI. Its GPUs—think the H100 and upcoming Blackwell chips—are the gold standard for training massive AI models. Companies like Microsoft, Google, and Amazon can’t get enough, pouring billions into data centers that run on Nvidia’s tech.
Then there’s the DeepSeek drama. Last month, this Chinese AI startup spooked investors with a bold claim about cheaper alternatives. Nvidia’s stock wobbled, but Sansyzbayev wasn’t fazed. He argues the market’s overreacted—Nvidia’s ecosystem, powered by its CUDA software, is too entrenched to topple overnight. It’s like trying to ditch Netflix for a no-name streaming app—possibly, but it’s unlikely.
The CUDA Moat: Nvidia’s Ace in the Hole
Let’s geek out for a second. CUDA isn’t just software—it’s Nvidia’s secret weapon. Developers rely on it to optimize AI workloads, creating a sticky ecosystem that keeps customers locked in. Analyst John Vinh from KeyBanc told TipRanks earlier this month, “Nvidia’s bull run isn’t over,” citing CUDA as a key edge. Switching to a rival like AMD? It’s not impossible, but it’s a headache most companies won’t bother with.
Think of it like my old coffee maker. Sure, I could upgrade to a fancier model, but I’ve got the filters and the settings dialed in—why mess with a good thing? Nvidia’s customers feel the same way.
Risks on the Radar: China and Beyond
No golden opportunity comes without a catch. Nvidia’s got headwinds—like U.S. export curbs to China, a market that once accounted for 20% of its revenue. Local players like DeepSeek are nipping at its heels there, too. Plus, Blackwell chip delays have analysts whispering about supply chain snags. Could these trip up Nvidia’s earnings?
Maybe. But Sansyzbayev and Wall Street bulls point to hyperscaler spending—think Amazon and Meta—as a counterweight. These giants are doubling down on AI, and NNvidia is their go-to supplier. UBS predicts Blackwell shipments will spike by March, potentially adding “several billion dollars” to revenue. That’s a cushion that could soften any China-sized blow.
Expert Insights: What the Pros Think
Sansyzbayev isn’t alone. Morgan Stanley’s Joseph Moore told TipRanks on February 17, “We believe Nvidia should trade at a premium given its higher probability of upward revisions.” Evercore ISI’s Mark Lipacis echoed that, opening a “tactical outperform” call ahead of earnings. Even Jim Cramer’s on board, shouting on CNBC, “I’m not selling the greatest growth stock of our generation at 23 times earnings!”
But not everyone’s all-in. Deutsche Bank’s Ross Seymore cautioned on February 21, warning that “investors will question whether demand can be sustained.” It’s a fair point—Nvidia’s P/E ratio, while lower than peers like Broadcom, still assumes breakneck growth. If that slows, the stock could stumble.
Blackwell: The Next Big Thing?
Let’s zoom in on Blackwell. This next-gen platform isn’t just an upgrade—it’s a leap. Analysts expect it to supercharge Nvidia’s data center dominance, with shipments ramping up soon. Sansyzbayev’s bullishness hinges partly on this: if Blackwell delivers, it could crush Wall Street’s lofty expectations.
Imagine upgrading from a flip phone to an iPhone—that’s the vibe. Early reports suggest hyperscalers are salivating over Blackwell’s efficiency gains. If Nvidia drops a rosy update on February 26, watch out.
Should You Buy Nvidia Now?
Back to Jake in Austin—and maybe you, reading this. Is Nvidia a buy before earnings? Sansyzbayev’s “golden opportunity” pitch is tempting. At $134, it’s below Wall Street’s $179.77 target, and options markets hint at a 7% swing post-earnings—modest compared to past blowouts. A beat could push it toward $150 fast.
But timing’s tricky. A miss—or tepid guidance—could spark a sell-off, especially with China risks looming. For long-term believers, though, Nvidia’s AI leadership and Blackwell buzz make it hard to ignore. As Sansyzbayev puts it, “Strong revenue and EPS growth outlook” are on deck. Jake might hold; you might dip a toe in.
The Bottom Line: Golden or Fool’s Gold?
Nvidia’s at a crossroads. That TipRanks headline—”This is a Golden Opportunity”—captures the stakes. Sansyzbayev sees a stock poised to shine, backed by AI tailwinds and a beat-and-raise earnings playbook. Wall Street mostly agrees, with 30 Buy ratings signaling confidence.
Me? I’m intrigued. Nvidia’s not cheap, but its growth story feels far from over. Whether golden or just glittering February 26 will tell us a lot. So, grab a coffee, mark your calendar, and let me know if Nvidia proves Sansyzbayev right. What’s your take—buy, hold, or wait? Drop a comment—I’d love to hear.