Analysts now see long-term upside as the AI megatrend
accelerates. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏



 

[Morning Watchlist]

_You are receiving this email because you are subscribed to BEHIND THE
MARKETS. If you no longer wish to receive these emails,
please unsubscribe
[[link removed]] here._

_Prefer to view this content on our website? Click here.
[[link removed]]
_

-------------------------

Dear Fellow Investor,

THIS IS WHY THERE’S NO SHORTAGE OF NVIDIA BULLS

Few companies in modern history have captured investor attention the
way Nvidia has, and with good reason. The semiconductor giant has
become the beating heart of the artificial intelligence revolution,
powering the hardware that’s now essential for training, deploying,
and scaling advanced AI systems. As the world moves deeper into
AI-driven computing, Nvidia has emerged not just as a beneficiary, but
as _the_ critical infrastructure provider of the digital economy.

That’s why, despite occasional pullbacks, investors continue to pile
into the stock. And the latest round of financial results only
strengthened the bull case.

-------------------------

EARNINGS THAT BEAT AN ALREADY HIGH BAR

Nvidia’s most recent earnings were nothing short of exceptional. For
the quarter, the company posted earnings per share of $1.30, beating
estimates by four cents. Revenue came in at $57 BILLION, surpassing
expectations by nearly $2 billion and rising an impressive 62.5% YEAR
OVER YEAR.

The biggest driver? Data centers.

Data center revenue, which includes Nvidia’s high-performance GPUs
used for generative AI, cloud computing, and enterprise AI workloads,
hit $51.2 BILLION, up 25% quarter over quarter and up 66% from the
prior year. These are staggering numbers for a company of Nvidia’s
size, signaling that global demand for AI compute power remains
extraordinarily strong.

And the outlook is just as bullish.

The company expects next-quarter revenue to reach $65 BILLION, far
above Wall Street’s expectation of $61.98 billion. In other words,
Nvidia is telling the market that the demand wave is not
peaking—it’s still building.

ANALYSTS ARE RAISING PRICE TARGETS FAST

The earnings strength has prompted analysts to raise their forecasts
and price targets yet again.

Loop Capital’s Ananda Baruah believes Nvidia could climb to $350 A
SHARE, driven by the continued acceleration of AI adoption and
Nvidia's dominant position in the GPU market.

Goldman Sachs recently lifted its price target to $250, reiterating a
buy rating after reviewing the company’s data center momentum. And
Evercore ISI raised its target to $352, citing improving product
availability and accelerating revenue growth, two signs that
Nvidia’s supply chain is catching up with demand, not the other way
around.

In short, Wall Street isn’t just bullish. It’s becoming _more_
bullish as Nvidia proves quarter after quarter that AI infrastructure
is becoming as essential to the global economy as oil pipelines or
electric grids were in prior eras.

-------------------------

BNZI: THE SMALL-CAP AI CONTENDER [[link removed]]
_(Huge Alerts)_

_[robot]_ [[link removed]]

 

 

 

 

 

Q3 2025 EARNINGS SHOWCASE BNZI’S TRIPLE-DIGIT REVENUE GROWTH, AI
INNOVATION, AND STRATEGIC ACQUISITIONS DRIVING EXPANSION.

Companies fitting this description have already seen gains of 1,938%,
4,501%, 9,793% and even 22,713%.

Banzai International, Inc. (NASDAQ: BNZI) continues to demonstrate why
it’s one of the most compelling small-cap growth stories in
marketing technology. 

Q3 2025 REVENUE SURGED 163% YOY TO $2.8 MILLION, GROSS MARGIN JUMPED
TO 82%, AND ARR GREW 168% TO $11 MILLION, ALL WHILE NET LOSSES
IMPROVED BY $9.5 MILLION.

These results underscore BANZAI’S ability to scale efficiently while
maintaining operational discipline. With high-profile clients like
CISCO, HP, AND NEW YORK LIFE leveraging its AI-powered marketing
solutions, the company is proving its technology is both sticky and in
demand.

Banzai’s growth engine combines strategic acquisitions like
Superblocks with in-house AI innovations, including Curate, an
automated newsletter platform, and Demio, an award-winning webinar
solution. This approach drives recurring revenue, expands market
reach, and positions BNZI as a leader in the fast-growing $1.5
trillion MarTech industry. 

With a strengthened financial foundation, improving cash flow, and a
clear roadmap toward profitability, BANZAI INTERNATIONAL is capturing
investor attention and market share alike.

LEARN HOW BNZI IS REDEFINING AI-POWERED MARKETING GROWTH
[[link removed]]

-------------------------

WHY THE “AI BUBBLE” TALK DOESN’T HOLD UP

Despite the strong fundamentals, Nvidia has experienced some
short-term dips, largely driven by speculation about whether AI is
forming a bubble. Some analysts worry the sector’s rapid growth is
unsustainable. But others argue that comparing AI to prior tech cycles
misses the bigger picture.

Goldman Sachs is firmly in the latter camp, noting the AI boom is
still _early_ in its cycle, with revenue potential nowhere near fully
priced in. In fact, generative AI adoption across corporate America is
still in the first inning.

Even Mary Callahan Erdoes, CEO of JPMorgan Asset & Wealth Management,
pushed back strongly against the bubble narrative. As she told CNBC,
“AI itself is not a bubble. That’s a crazy concept… We are on
the precipice of a major, major revolution in the way that companies
operate.” She went on to emphasize that many of the opportunities
emerging from AI are not only misunderstood but drastically
underappreciated.

In other words, what some are calling a bubble may actually be the
early stages of a transformation that will reshape nearly every
industry, from healthcare to finance to manufacturing.

THE AI BOOM IS STILL ACCELERATING

The total market potential for AI continues to expand. Current
forecasts suggest the AI industry could be worth between $1.7 TRILLION
AND $3.5 TRILLION by the early 2030s. But the most bullish estimates
project that the market could exceed $7 TRILLION by 2035. Considering
the speed of adoption, especially across enterprise AI applications,
even the higher-end projections may prove conservative.

Fueling the expansion is a massive surge in corporate spending on AI
infrastructure. Some of the largest global tech companies have
announced staggering increases in capital expenditures:

*
GOOGLE raised its 2025 capex outlook to $91–$93 BILLION

*
MICROSOFT is increasing spending 74%, up to $34.9 BILLION

*
META nearly doubled its capex to $19.37 BILLION, well ahead of
expectations

*
AMAZON is projecting $125 BILLION in 2025 capex, with additional
increases expected in 2026

This spending is directed at data centers, GPU clusters, AI servers,
high-speed networking, and cloud infrastructure, the exact areas where
Nvidia dominates.

And this is just the beginning. Analysts at UBS believe global AI
capex will reach $571 BILLION IN 2026, and could grow to $3 TRILLION
BY 2030. These numbers are almost unprecedented in tech history and
reflect not hype, but real demand for accelerated computing.

As companies scramble to integrate AI into their core operations, the
need for Nvidia’s hardware only increases. And with its CUDA
software ecosystem, AI frameworks, and industry partnerships, Nvidia
continues to widen its competitive moat.

-------------------------

_Crypto 101_

WALL STREET'S SECRET CRYPTO ACCUMULATION EXPOSED
[[link removed]]

[WALL ST COIN]
[[link removed]]

The crypto market is heating up as tariff tensions fade, and
institutions are quietly buying up one financial token before retail
catches on. This protocol is fueling billions in transactions while
most investors chase headlines… creating what could be the most
asymmetric opportunity of 2025!

REVEALED: GET THE NAME OF WALL STREET'S FAVORITE CRYPTO FOR JUST $3
BEFORE IT POTENTIALLY SKYROCKETS!
[[link removed]]

-------------------------

WHY NVIDIA REMAINS A LONG-TERM WINNER

Multiple long-term trends continue to support Nvidia’s dominance:

1. AI WORKLOADS ARE EXPLODING

The shift from traditional computing to accelerated computing is
accelerating. AI training, inference, simulation, and automation all
require specialized hardware, most of which is powered by Nvidia.

2. THE SOFTWARE ECOSYSTEM IS AN IRREPLACEABLE ADVANTAGE

CUDA and Nvidia’s software libraries make it incredibly difficult
for competitors to displace the company. The ecosystem is so expansive
that moving to another platform is costly, complex, and often
impractical.

3. DATA CENTERS ARE BECOMING AI FACTORIES

Every major enterprise is transforming its data center strategy. AI
clusters are becoming core infrastructure, and Nvidia’s GPUs sit at
the center of nearly all major deployments.

4. NEW MARKETS ARE OPENING

Robotics, autonomous vehicles, generative AI, edge computing,
AI-powered medicine, and industrial automation all lean heavily on
Nvidia’s technology.

Simply put: AI isn’t a trend. It’s a foundational shift in how
computing works. And Nvidia is the company powering it.

FINAL THOUGHTS: NVIDIA IS A LONG-TERM BUY

Investors often look for companies that dominate an essential,
fast-growing industry. Nvidia fits that description better than almost
any company in the world today.

Its financials are strong. Its growth trajectory remains steep. Demand
continues to outperform supply. Big Tech is spending more than ever on
AI. And Wall Street analysts are raising price targets rather than
pulling back.

Short-term dips will happen. They always do. But the long-term story
is straightforward:

AI IS STILL IN THE EARLY STAGES... AND NVIDIA IS AT THE CENTER OF IT.

For long-term investors, Nvidia remains one of the most compelling
opportunities in the market.

-------------------------

_Are there any other tech stocks you're buying right now? What other
sectors of the market are you currently interested in? Hit "reply" to
this email and let us know your thoughts!_

Our mailing address is:
Behind the Markets, LLC
4260 NW 1st Avenue, Suite 55
Boca Raton, FL 33431

Copyright © 2024 Behind the Markets, LLC, All rights reserved.
You're receiving this email as part of your subscription to Behind the
Markets. For more information about our privacy practices, please
review our Privacy Policy
[[link removed]]
or our Legal Notices.
[[link removed]]

We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of Banzai International, Inc. (NASDAQ: BNZI). The compensation
consists of up to $6,500 and was received/will be received from
Sideways Frequency.

This communication should not be considered as an endorsement of the
securities of adviser Banzai International, Inc. (NASDAQ: BNZI) and we
are not responsible for any errors or omissions in any information
provided about the securities of Banzai International, Inc. (NASDAQ:
BNZI).

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 12/2/2025

Behind the Markets
[[link removed]]

Unsubscribe
[[link removed]]

invisiblelink
[[link removed]]