Nvidia Stock: Buy The DeepSeek Fear Now To Avoid Regret Later

Summary
  • Nvidia remains critical to AI despite DeepSeek’s cost-efficient R1 model. Current market fear represents a buying opportunity with 87.5% base-case upside in 12 months.
  • Nvidia’s growth depends on stable U.S.-China relations. Diplomatic tension over Taiwan poses a greater long-term risk than competition from Chinese AI innovations.
  • At a fair P/E multiple of 50-56, my Nvidia January 2026 price target is $222-$248.50, supported by a 75% EPS CAGR. The current price of $118.50 offers significant upside.

Since my last analysis of Nvidia Corporation (NASDAQ:NVDA) stock in December 2024, it has lost 13% in price. I issued a Buy rating at the time. As this analysis will show, I consider most of that price

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