With Nvidia earnings out on February 26, investors can always buy shares of Nvidia (NVDA).
But if you want to pay a fraction of what Nvidia currently trades at ($138.85) and collect yield of about 50.86%, you may want to jump into the YieldMax NVDA Option Income Strategy ETF (NVDY). NVDY just paid out its most recent dividend of $0.8294 on January 31.
Also, while NVDY does not directly invest in NVDA, it does generate monthly income by selling/writing call options on NVDA.
Helping, Analysts at Jefferies just reiterated a buy on tech powerhouse Nvidia, noting: “We continue to believe that most of the supply chain data points out of Asia are just noise and that the fears of a down quarter or air pocket are overblown.”
Bank of America analysts just reiterated a buy on the NVDA stock, noting that NVDA is a “top pick ahead of NVDA’s FQ4′25 (Jan) earnings call scheduled for 26-Feb. We expect modest beat/inline sales guidance and lower GM [gross margins] in FQ1 (Apr) given Blackwell product transition/China restrictions,” as quoted by CNBC.
Analysts at Tigress Financial have a buy rating and a $220 price target on NVDA.
Even Morgan Stanley is a big fan of Nvidia ahead of earnings.
“While sentiment has worsened around potential longer-term risks, near term business continues to firm, Blackwell supply visibility continues to build, customer desire to spend is clearly on display,” said the firm, as quoted by TipRanks.com.
We also have to consider that DeepSeek fears have been priced into the market, and were actually overblown. After all, the new technology will only advance artificial intelligence and help fuel innovation. According to billionaire Steve Cohen, DeepSeek is beneficial for AI.
Plus, with big tech companies – Meta, Amazon, Alphabet and Microsoft -- planning to spend about $320 billion on data centers and artificial intelligence infrastructure in 2025, NVDA is one of the top beneficiaries. There’s also the potential $500 billion investment in Stargate, which could fuel another massive AI boom moving forward.
All of which is great news for Nvidia and the NVDY ETF long term.
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