Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'
1. Goldman Sachs raised NVDA's price target to $210 but flagged 'circular revenue' concerns. 2. Barclays challenges CEO Huang's ambitious revenue projections for AI factories. 3. Barclays also increased its price target for NVDA to $240, emphasizing cautious optimism. 4. NVDA shares recently fell 0.70% but are still up significantly year-to-date. 5. Critics highlight dual roles of NVDA as supplier and equity investor as potential risks.