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Strong Buy Stocks from Top Wall Street Analysts

Latest stocks with a Strong Buy rating from the top performing 25% of analysts tracked by WallStreetZen

Cantor Fitzgerald's C J Muse reiterated their Strong Buy rating on Nvidia (NASDAQ: NVDA). The analyst also maintained a $175 price target.

Muse reported that Nvidia remains Cantor Fitzgerald's "Top Pick."

An update to Nvidia's Investor Presentation included further information regarding inference and how OpenAi's o1 models "start inference-time scaling law," a concept that the firm thinks is undervalued by the Street, the analyst told investors.

According to Muse, the new models implement "chain-of-thought reasoning," leading to a significant rise in computing demands given the exponential scaling of inference computations for improved accuracy. 

On another front, Nvidia announced that its "Blackwell" platform is currently in "full production," which bodes well for a "revitalization of the Nvidia trade over the coming months," the analyst noted.