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February 9, 2026, 10:28 PM EST. Nvidia shares sit around $175 as AI investment accelerates. The author argues the stock could reach $300 by end-2026, driven by a surge in data-center capex from AI hyperscalers. Meta Platforms plans $115-$135 billion in 2026 and Alphabet $175-$185 billion, signaling greater GPU demand for Nvidia. Valuation suggests a 40x P/E multiple would require about $7.50 in EPS to justify $300, assuming growth continues. Trailing earnings were about $4.04, aided by a one-off inventory write-down; that drag should fade into 2026. Analysts look for roughly $7.66 EPS for fiscal year 2027 (ending January 2027), which could support a move toward $300 if momentum holds. The piece casts Nvidia as an attractive long-term play amid rising AI infrastructure spending, albeit with bullish framing.