Jay Goldberg of Seaport Research Partners has a sell rating on NVIDIA stock with a 12-month price target of $140.

Jay Goldberg of Seaport Research Partners interprets NVIDIA's large dividend increase as a signal that the company may be running out of ways to achieve faster growth.

Jay Goldberg of Seaport Research Partners asserts that NVIDIA's stock has underperformed the SOXX and SMH semiconductor ETFs in the current year.

Jay Goldberg of Seaport Research Partners has a price target of $140 for NVIDIA stock.

Jay Goldberg of Seaport Research Partners is the only analyst tracked by Bloomberg who has a sell rating on NVIDIA stock.

Jay Goldberg views NVIDIA's decision to increase its dividend as a signal that the company is running out of ways to grow faster.

Jay Goldberg stated that NVIDIA's stock has underperformed the SOXX and SMH semiconductor ETFs in the current year.

Jay Goldberg of Seaport Research Partners has a price target of $140 for NVIDIA stock.

Jay Goldberg of Seaport Research Partners is the only analyst tracked by Bloomberg with a sell rating on NVIDIA stock.

Jay Goldberg of Seaport Research Partners suggests that NVIDIA's massive dividend increase is a signal that the company is running out of ways to grow faster.

Jay Goldberg of Seaport Research Partners is the only analyst tracked by Bloomberg with a sell rating on NVIDIA stock, and he has a price target of $140.

Analyst Jay Goldberg has the only $100 price target for NVIDIA stock on Wall Street.

Analyst Jay Goldberg has a $100 price target for NVIDIA's stock, which is the lowest on Wall Street.

Jay Goldberg interprets NVIDIA's large dividend increase as a signal that the company is running out of ways to achieve faster growth.

Jay Goldberg asserts that NVIDIA's stock has underperformed the SOXX and SMH semiconductor ETFs during the current year.

NVIDIA's stock has underperformed the broader semiconductor complex, including the SMH ETF, since last year.

The market for AI inference is currently in very tight supply.

AMD's MI450 series of chips, which is rolling out later this year, is positioned to be a strong competitor to NVIDIA.

Upcoming IPOs for companies like Anthropic and OpenAI are expected to show incredible revenue numbers alongside incredible operating losses.

Cerebras and custom chips from all the hyperscalers represent significant competitive threats to NVIDIA.