Recent discussions on X about NVIDIA (NVDA) have been ignited by reports of potential changes in U.S. export policies regarding the company’s advanced AI chips. Many users are optimistic, pointing to news of possible easing of restrictions to certain regions as a significant boost for future revenue. This has sparked lively debates about the stock’s trajectory amidst geopolitical developments.
However, there is also a notable undercurrent of concern among participants on the platform, with some highlighting the risks of tightened curbs or competitive pressures from alternatives in key markets like China. Posts on X reflect a dynamic conversation, as investors weigh NVIDIA’s leadership in AI against these external challenges. The dialogue remains intense, keeping the stock at the center of attention.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 74 times in the past 6 months. Of those trades, 58 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 29 times. They made 29 purchases worth up to $10,265,000 on 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 10 times. They made 7 purchases worth up to $105,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11, 02/26 and 3 sales worth up to $45,000 on 03/11, 03/03, 02/25.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/13, 02/26 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 2 purchases worth up to $300,000 on 05/08, 02/24 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/03 and 1 sale worth up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Insider Trading Activity
NVIDIA insiders have traded $NVDA stock on the open market 271 times in the past 6 months. Of those trades, 0 have been purchases and 271 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 154 sales selling 2,775,000 shares for an estimated $467,273,552.
- MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 42 sales selling 212,450 shares for an estimated $31,695,689.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,943 institutional investors add shares of NVIDIA stock to their portfolio, and 2,156 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
- GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
- VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NVIDIA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 08/14/2025
- Piper Sandler issued a "Overweight" rating on 08/13/2025
- Wells Fargo issued a "Overweight" rating on 08/11/2025
- Morgan Stanley issued a "Overweight" rating on 07/30/2025
- Loop Capital issued a "Buy" rating on 06/25/2025
- Barclays issued a "Overweight" rating on 06/17/2025
- Oppenheimer issued a "Outperform" rating on 06/16/2025
To track analyst ratings and price targets for NVIDIA, check out Quiver Quantitative's $NVDA forecast page.
NVIDIA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 27 analysts offer price targets for $NVDA in the last 6 months, with a median target of $190.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $205.0 on 08/14/2025
- Harsh Kumar from Piper Sandler set a target price of $225.0 on 08/13/2025
- Aaron Rakers from Wells Fargo set a target price of $220.0 on 08/11/2025
- Joseph Moore from Morgan Stanley set a target price of $200.0 on 07/30/2025
- Quinn Bolton from Needham set a target price of $200.0 on 07/16/2025
- Rick Schafer from Oppenheimer set a target price of $200.0 on 07/15/2025
- James Schneider from Goldman Sachs set a target price of $185.0 on 07/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
