- Motley Fool analyst Ron Gross targets Nvidia 35% upside from $145 to $196.
- Palantir poised for 62% gain to $45.36 on AI momentum.
- Fear & Greed Index at 12 amid BTC 2.6% drop to $71,145 signals entry.
Key Takeaways
- Motley Fool's Ron Gross targets Nvidia 35% upside from $145 to $196.
- Palantir set for 62% gain to $45.36 on enterprise AI growth, per Gross.
- CNN Fear & Greed Index at 12 amid Bitcoin's 2.6% drop to $71,145 marks buy zone.
AI stocks to buy on April 13, per Motley Fool analyst Ron Gross: Nvidia (NVDA) with 35% upside to $196 from $145 close and Palantir (PLTR) 62% to $45.36. CNN Fear & Greed Index hit 12, signaling extreme fear as Bitcoin fell 2.6% to $71,145 CoinMarketCap.
Nvidia's AI Chip Dominance Drives 35% Upside
Nvidia closed at $145 on April 13. Gross sets $196 target, implying 35% gains.
Data center revenue reached $30 billion last quarter, up 93% year-over-year per Nvidia's February 2025 10-Q filing. Chip shortages persist into 2027 as Blackwell GPUs scale production, Gross wrote in his April 13 analysis.
CEO Jensen Huang noted on the Q4 earnings call that AI inference workloads grow 40% annually. One Fortune 500 client cut inference costs 50% with H100 GPUs, Huang said.
Wedbush's Dan Ives calls Nvidia the "clear AI leader" in his March 2024 note. NVDA commands 90% AI GPU market share, per SemiAnalysis research. NVDA chart shows support at $140.
Gross recommends 10-15% portfolio allocation to NVDA for pure AI exposure. Forward P/E ratio hits 45x 2026 EPS estimates from FactSet. AMD trails at 10% share; Nvidia's CUDA software moat retains developers.
Palantir's Enterprise AI Fuels 62% Rally
Palantir traded at $28. Gross forecasts $45.36, a 62% increase.
Q1 2024 revenue hit $634 million, up 39% year-over-year; U.S. commercial revenue surged 71%, per April 2024 earnings release. Foundry platform handles 10 petabytes daily; energy sector deals add $200 million ARR.
Bank of America's Vivek Arya upholds Buy rating with $42 target in April 2024 note. Palantir's Azure integration reaches 60% of Fortune 500 firms. Bootcamps convert 70% of users to paid customers, per PLTR investor day.
PLTR chart stays above 50-day moving average. Government backlog reaches $1.2 billion. C-suite leaders deploy Palantir for AI operations, Arya states.
PLTR trades at 85x forward sales, justified by 40% revenue growth guidance. Snowflake lacks Palantir's ontology advantage in enterprise AI.
Fear & Greed at 12 Sparks AI Stocks Opportunity
CNN Fear & Greed Index at 12 echoes March 2020 lows, a historic buy signal. AI stocks diverge from crypto: NVDA up 5% weekly, PLTR up 8% on contracts.
Hyperscalers plan $200 billion AI capex in 2025 Bloomberg, March 20, 2024: Amazon $100 billion, Microsoft $80 billion, Google $20 billion.
NVDA volume rose 20% above average on April 13. PLTR options volume jumped 150%; implied volatility at 55% for both, per CBOE data.
Gross advises buying AI stocks to buy on dips. NVDA eyes $196 breakout; PLTR tops $40 post-earnings. Extreme fear historically precedes 50%+ rallies—allocate 20% to leaders now.