Post-earnings $NVDA price target cluster: most of the Street is now in the $300–$320 range (JP Morgan, Goldman, Citi, Mizuho, Stifel), but Bernstein just jumped from $315 to $400 and Melius went $400 → $425. That spread tells you everything — consensus sees modest upside from here, but the bulls think the AI capex cycle has another leg and are pricing in 2025 data-center TAM expansion. Watch who's right when hyperscaler capex guidance drops next quarter.