Semiconductor companies Nvidia (NASDAQ: NVDA) and Arm Holdings (NASDAQ: ARM) are major players in that market, and shares have rocketed 166% and 100%, respectivley, year to date. But most Wall Street analysts expect the stocks to move in opposite directions over the next year.

China shares fell as investors digested much weaker-than-expected export data released late Monday. Japan's market jumped as its semiconductor firms followed Nvidia upward.

Nvidia has delivered such massive gains in recent years that it's easy to overlook how the stock has performed over the short term. Most investors would be happy with a 20% gain in a year. Nvidia's share price has soared over 20% in the last five weeks.

One Wall Street analyst thinks the bullish investors have it right, and Nvidia stock can move higher by another 25% from its recent level. Melius Research analyst Ben Reitzes thinks investors should buy the stock and sees it worth $165 per share.