Monday, December 01, 2025
Black Friday Sale- High Beta Stocks at Steep Discounts!
By Century Financial in 'Investment Insights'
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Nvidia Corp remains the clear leader in the AI semiconductor market, maintaining a substantial technological advantage despite growing competition from players such as Alphabet’s Google. Nvidia is currently considered a full generation ahead of the industry, offering the only platform capable of running every major AI model across all computing environments. Its GPUs are more powerful and flexible than ASIC-based alternatives like Google’s TPUs, which are typically limited to single companies or narrow functions.
While other contenders are progressing, Nvidia’s Blackwell architecture continues to generate extraordinary demand from cloud providers, enterprises, and AI developers. The company’s influence extends far beyond chip sales—every dollar spent on Nvidia infrastructure is estimated to create a $8 to $10 multiplier effect across the broader technology ecosystem, accelerating investments in AI software, data centers, networking, and power infrastructure.
Recent earnings confirmed this momentum as Nvidia reported growth well above expectations. Short term market fluctuations can be attributed to profit-taking, competitive headlines, regulatory challenges in China and chatter around AI valuations. However, the broader trend remains decisively positive. The multi year AI investment cycle is still in its early stages. Big Tech CAPEX could approach $550 billion to $600 billion in 2026, up from roughly $380 billion this year as companies increase AI investments.
A powerful upcoming trend is the transformation of bitcoin mining companies into AI data center operators. This is because crypto miners are dealing with surging hashrates, higher energy costs and squeezed margins. That's why companies such as Core Scientific, Hut 8, and TeraWulf are pivoting toward AI infrastructure. AI data centers can generate up to 25 times more revenue per kilowatt-hour than bitcoin mining, making the shift compelling despite higher initial investment.
These firms had already secured low cost power sources, advanced cooling systems, and high density electrical setups during the crypto boom. Those same assets are now being reused for GPU clusters built around Nvidia’s H100 and other AI focused chips, which require similar high power environments but deliver significantly higher economic value. The $3.5 billion AI-hosting agreement signed by Core Scientific exemplifies this trend. Miners are increasingly supplying the energy-dense facilities required by companies like OpenAI, Google, and other model developers—most of whom continue to rely heavily on Nvidia’s hardware leadership.
With billions expected to flow into AI infrastructure over the next several years, both Nvidia and Nvidia-linked companies appear positioned to benefit from a sustained demand boom spanning cloud, enterprise, and the rapidly evolving AI data-center ecosystem.
| Name | Sector | 52-Week Low ($) | *Last Price ($) | 52-Week High ($) | Market Capitalization ($ Billion) | Analyst Target Price | 1 Month Price Change (%) | Fall From 52 Week High |
|---|---|---|---|---|---|---|---|---|
| Meta Platforms Inc | Consumer Digital Services | $479.80 | $633.61 | $796.25 | $1,597.37 | $833.23 | -15.61 | -20% |
| Salesforce Inc | Software | $221.96 | $228.15 | $369.00 | $217.20 | $326.23 | -10.69 | -38% |
| Snowflake Inc | Computer Services | $120.10 | $248.66 | $280.67 | $84.25 | $273.35 | -6.51 | -11% |
| Nebius Group NV | Consumer Digital Services | $18.31 | $94.69 | $141.10 | $23.84 | $159.29 | -24.51 | -33% |
| IREN Ltd | Computer Services | $5.13 | $48.45 | $76.87 | $13.73 | $86.17 | -25.45 | -37% |
| Galaxy Digital Inc | Investment Services | $8.20 | $26.24 | $45.92 | $10.39 | $47.18 | -35.29 | -43% |
| Rigetti Computing Inc | Computer Services | $2.30 | $25.57 | $58.15 | $8.44 | $40.50 | -36.46 | -56% |
| Cipher Mining Inc | Computer Services | $1.86 | $19.15 | $25.52 | $7.57 | $26.91 | -6.77 | -25% |
| Applied Digital Corp | Computer Services | $3.31 | $24.94 | $40.20 | $6.98 | $43.70 | -27.39 | -38% |
| Terawulf Inc | Computer Services | $2.06 | $14.84 | $17.05 | $6.21 | $22.25 | 8.80 | -13% |
| Riot Platforms Inc | Investment Services | $6.19 | $14.96 | $23.94 | $5.56 | $27.47 | -34.96 | -37% |
| Core Scientific Inc | Computer Services | $6.20 | $16.18 | $23.63 | $5.02 | $28.42 | -18.57 | -32% |
| Hut 8 Corp | Computer Services | $10.04 | $42.37 | $57.29 | $4.58 | $63.40 | -14.92 | -26% |
| Cleanspark Inc | Software | $6.45 | $13.45 | $23.61 | $3.44 | $23.93 | -33.42 | -43% |
| Bitfarms Ltd | Computer Hardware | $0.67 | $3.10 | $6.60 | $1.75 | $5.76 | -31.72 | -53% |
| Name | Sector | Potential Price Appreciation (%) | Total Analyst Recommendations | Recommendation Consensus (Out of 5) | Beta | 30 Day Avg Volume | ISIN NUMBER | ||
|---|---|---|---|---|---|---|---|---|---|
| Buy | Hold | Sell | |||||||
| Meta Platforms Inc | Consumer Digital Services | 32% | 74 | 7 | 1 | 4.74 | 1.28 | 22,217,972 | US30303M1027 |
| Salesforce Inc | Software | 43% | 51 | 12 | 1 | 4.53 | 1.37 | 8,091,071 | US79466L3024 |
| Snowflake Inc | Computer Services | 10% | 49 | 6 | 2 | 4.61 | 1.42 | 3,913,975 | US8334451098 |
| Nebius Group NV | Consumer Digital Services | 68% | 8 | 1 | 0 | 4.67 | 2.79 | 22,810,058 | NL0009805522 |
| IREN Ltd | Computer Services | 78% | 10 | 2 | 2 | 4.07 | 2.75 | 40,591,520 | AU0000185993 |
| Galaxy Digital Inc | Investment Services | 80% | 13 | 1 | 0 | 4.86 | 3.43 | 10,517,144 | US36317J2096 |
| Rigetti Computing Inc | Computer Services | 58% | 6 | 1 | 0 | 4.71 | 2.26 | 67,644,088 | US76655K1034 |
| Cipher Mining Inc | Computer Services | 41% | 15 | 2 | 0 | 4.71 | 3.29 | 50,342,080 | US17253J1060 |
| Applied Digital Corp | Computer Services | 75% | 10 | 0 | 0 | 4.90 | 2.77 | 28,634,540 | US0381692070 |
| Terawulf Inc | Computer Services | 50% | 13 | 1 | 0 | 4.79 | 3.02 | 46,704,120 | US88880T1043 |
| Riot Platforms Inc | Investment Services | 84% | 20 | 0 | 1 | 4.76 | 2.40 | 22,816,722 | US7672921050 |
| Core Scientific Inc | Computer Services | 76% | 15 | 5 | 0 | 4.50 | 2.92 | 18,658,682 | US21874J4060 |
| Hut 8 Corp | Computer Services | 50% | 17 | 0 | 0 | 4.94 | 2.33 | 8,157,138 | US44812J1043 |
| Cleanspark Inc | Software | 78% | 13 | 1 | 0 | 4.86 | 2.04 | 33,465,020 | US18452B2097 |
| Bitfarms Ltd | Computer Hardware | 86% | 10 | 0 | 0 | 5.00 | 1.97 | 89,287,976 | CA09173B1076 |
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