Nvidia Hits $5 Trillion Milestone: Reddit Speculation Meets Market Reality

Reddit discussions captured the market’s anticipation of Nvidia’s $5 trillion milestone, with mixed sentiment reflecting both optimism and skepticism:

• LeDucky
  predicted continued rally momentum, speculating Nvidia could reach $6 trillion by earnings, aligning with analyst upside targets[1]
• Operation-FuturePuss
  questioned valuation mathematics, noting the disconnect between $165 billion TTM revenue and $10 trillion market hype, highlighting legitimate concerns about valuation sustainability[1]
• zethuz
  reflected on Nvidia’s remarkable ascent as potentially the first $5 trillion company this decade, capturing the historic significance of the milestone[1]

The research confirmed and expanded upon Reddit’s speculation with concrete market developments:

• Nvidia officially closed at $207.04, achieving a $5.03 trillion market valuation and becoming the world’s first $5 trillion public company[2][3]
• The 3% premarket surge was fueled by a strategic $1 billion investment in Nokia to develop AI-native 6G networks[2]
• Over $500 billion in orders for Blackwell and Rubin AI chips were announced at the GTC conference[2]
• CEO Jensen Huang completed a pre-planned $1 billion share sale coinciding with the milestone[2]

• Overwhelming bullish sentiment with 40 of 47 analysts rating NVDA as ‘Strong Buy’ and only 1 ‘Strong Sell’[4]
• Goldman Sachs raised price target to $240 (20% upside) citing $500 billion datacenter revenue forecast[5][6]
• Bank of America lifted target to $275 (37% upside), with Jefferies, Barclays, and DBS also increasing targets to $220-$240 range[4]
• Bullish thesis centers on AI infrastructure dominance, expanding partnerships with Microsoft and OpenAI, and global chip deployments[4]

Reddit’s market speculation proved remarkably accurate, with the community correctly identifying the $5 trillion milestone before it was officially achieved. However, the research revealed that fundamental catalysts - particularly the Nokia partnership and massive AI chip order backlog - provided substance beyond mere market hype.

The valuation concerns raised by Reddit users (Operation-FuturePuss) are reflected in analyst discussions, though most analysts believe the growth trajectory justifies current multiples. Reddit’s bullish expectations ($6 trillion) align closely with analyst price targets, suggesting both retail and institutional investors see significant upside potential.

Notably, the milestone was achieved just 3 months after crossing $4 trillion, highlighting the unprecedented speed of Nvidia’s AI-driven growth[2].

• Continued AI infrastructure expansion with major partnerships (Microsoft, OpenAI, Nokia)[4]
• $500 billion+ in confirmed AI chip orders providing revenue visibility[2]
• Global AI rollout expansion, including recent South Korea deals[7]
• Analyst consensus suggests 20-37% upside from current levels[4][5][6]

• Valuation sustainability at $5 trillion market cap[4]
• Potential AI bubble risks and market correction concerns[4][8]
• Execution challenges at massive scale as demand accelerates[4]
• CEO’s $1 billion share sale timing, though pre-planned, may signal confidence levels[2]