The chipmaker has already been a huge winner, but investors may be overlooking a crucial detail that's hiding in plain sight.

If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI.

Nvidia stock rose as much as 4% on Tuesday following a series of bullish notes from Wall Street analysts ahead of its earnings report.

Nvidia (NASDAQ: NVDA) has undoubtedly been one of (if not the) best artificial intelligence (AI) stocks to own in 2023 and 2024. With 2025 nearly here, the question now shifts to: "Is it the best AI stock for 2025?

Nvidia stock has been on a disappointing run since its earnings last week but the good vibes looked set to return in a holiday-shortened session Friday.

Artificial intelligence won't go away if AI models stop improving by leaps and bounds, but Nvidia's incredible growth and profits certainly will. With a market capitalization above $3 trillion, Nvidia stock looks like a risky proposition.

Analysts have been busy updating their discounted cash flow models and price targets for Nvidia (NVDA) after the most important AI company in the world failed to give the sort of blow-out revenue guidance Wall Street has come to expect.