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NVIDIA (NVDA) Added to Evercore Tactical Outperform List, 'DeepSeek Sell-off Creates Opportunity'
February 10, 2025 5:07 AM EST(Updated - February 10, 2025 6:59 AM EST)
NVIDIA (NASDAQ: NVDA) Added to Evercore Tactical Outperform List
The analyst comments "We are buyers of NVDA into its Jan-25Q earnings call scheduled for 26-Feb. As of 7-Feb-25, NVDA has underperformed SPX by 9% over the past month, which we attribute to three investor concerns, namely that: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts AI compute-cycles away from NVDA GPUs and to ASICs, 3) Blackwell delays. We conducted a dozen channel checks with senior AI engineers at the top hyperscalers, and found the following: 1) Related to concerns that DeepSeek... More
