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Story summary
- Bank of America analyst Vivek Arya maintains a buy rating on Nvidia (NVDA) stock.
- Arya targets a price of $275 for Nvidia shares.
- Arya notes Nvidia recognizes Gemini 3 as a leading large language model.
- Arya says it is premature to declare a winner in the LLM space.
- Stacy Rasgon supports Nvidia, citing a $500 billion revenue outlook for Blackwell and related sales.
