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$203.801d -2.2%5d -5.9%settled close · 2026-11-02
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Mkt cap $4.95T (11/2)β 1.8452w $165–240Shares 24.30BInd. Semiconductors & Related DevicesNasdaq since 1999Emp. 42,000HQ Santa Clara, CAnvidia.com
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Who’s talking about NVDA
201 long5 neutral60 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Michael Landsberg | Bullish | CNBC (uncut) | Nvidia remains an essential supplier of the chips powering AI, although investors with excessive exposure… |
| 2026-10-27 | Unknown | Bullish | Fox Business (uncut) | Nvidia is preferred over Meta because Meta's AI expansion should drive purchases of Nvidia's chips… |
| 2026-10-26 | Vance Howard (Howard Capital)CEO, Howard Capital Management | Bullish | Fox Business (uncut) | NVDA has pulled back to a key technical support level creating a favorable short-term entry with upside… |
| 2026-10-26 | Vance Howard (Howard Capital)CEO, Howard Capital Management | Bullish | Fox Business (uncut) | NVDA has pulled back to a technical support level, making it a viable short-term trade regardless of election… |
| 2026-10-26 | Barbara DoranCEO & CIO, BD8 Capital Partners | Bullish | Fox Business (uncut) | NVIDIA is the primary beneficiary of AI infrastructure buildout with 65–70% revenue and earnings growth… |
| 2026-10-26 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC (uncut) | NVIDIA is a primary beneficiary of the AI arms race as hyperscalers commit $3-4 trillion to compute… |
| 2026-10-26 | Unknown | Bullish | CNBC (uncut) | NVDA is sitting on gap support from a prior move and should respond to short-term oversold conditions… |
| 2026-10-25 | Citrini | Bullish | Monetary Matters | Despite rotating most of the AI infrastructure book, Nvidia remains an attractive opportunity because demand… |
| 2026-10-23 | Doug Clinton | Bullish | CNBC (uncut) | Nvidia is the most obvious infrastructure name positioned to continue benefiting from the ongoing AI… |
| 2026-10-23 | Michael Sansoterra | Bullish | Bloomberg TV (uncut) | Nvidia is the primary AI hardware leader yet trades at only 15x forward earnings despite 70%+ growth that… |
Show all 266 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC (uncut) | NVIDIA is at the heart of what Seachin characterizes as a generational AI infrastructure build-out and… |
| 2026-10-23 | Ed ZitronCEO, EZPR; Host, Better Offline | Bearish | Prof G Pod (Galloway) | Nvidia is manufacturing artificial scarcity via early rack receipt programs while hyperscalers warehouse… |
| 2026-10-23 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Fast Money Final Trade | NVDA's massive free cash flow insulates it from the capex financing risks weighing on other semis, explaining… |
| 2026-10-23 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | CNBC-TV18 | Massive AI capex flows directly to infrastructure enablers—Nvidia, TSMC, and memory chip makers—who capture… |
| 2026-10-22 | Adam Kobeissi | Bullish | Fox Business (uncut) | Nvidia's exponential earnings growth has outpaced its flat share price, leaving it valued at roughly 20 times… |
| 2026-10-22 | Brian LevittGlobal market strategist, Invesco | Bullish | CNBC (uncut) | NVIDIA remains a quality holding trading at reasonable valuations with a long-term growth trajectory, and the… |
| 2026-10-22 | Unknown | Bearish | Fox Business (uncut) | NVIDIA's model of financing customer chip purchases while also taking equity stakes in those customers is… |
| 2026-10-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee (newest) | NVDA is a consensus short being sold for ease of shorting rather than fundamentals, and is near a bottoming… |
| 2026-10-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee (newest) | NVDA is a core AI bottleneck being sold purely because it is easy to short, not on fundamentals, and is near… |
| 2026-10-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | CNBC (uncut) | Nvidia retains substantial upside because demand for superintelligence is effectively unconstrained while… |
| 2026-10-21 | Sylvia JablonskiCEO and CIO, Defiance ETFs | Bullish | Fox Business (uncut) | Nvidia's exposure across networking, software, quantum and other layers of AI compute combines with rapid… |
| 2026-10-21 | Jan Van EckCEO, VanEck | Bullish | Thoughtful Money (Adam Taggart) | Nvidia is the foundational hardware layer of the AI ecosystem with a durable software moat, generating… |
| 2026-10-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Brad Gerstner (newest) | GPU supply shortage has not turned to glut despite 3 years of bears calling it — bears missed an 18x move —… |
| 2026-10-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Brad Gerstner (newest) | Physical constraints on wafer production and power create a durable supply ceiling while demand for… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Nvidia should be deferred because its daily rebound above the cloud has not reclaimed the nine- and 26-period… |
| 2026-10-21 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Nvidia makes the most powerful AI semiconductors on earth and has a fantastic long-term story driven by… |
| 2026-10-21 | Andreas Steno LarsenFounder & CEO, Steno Research | Bullish | Real Vision (feed) | Nvidia GPU rental prices have risen ~40% YTD, meaning AI compute revenues are still outpacing the… |
| 2026-10-20 | James DemmertFounder & CIO, Main Street Research | Bullish | Fox Business (uncut) | Nvidia trades at 19x earnings while growing over 60% annually and the AI hardware glut thesis is years… |
| 2026-10-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | CNBC (uncut) | Nvidia can double over time because its earnings growth should remain exceptionally strong even after… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Nvidia merits its premium valuation because CEO Jensen Huang consistently delivers results far above… |
| 2026-10-19 | Dan IvesTech analyst, Wedbush Securities | Bullish | Bloomberg TV (uncut) | Nvidia is positioned as a champion in the AI infrastructure buildout, benefiting from 13-to-1 supply/demand… |
| 2026-10-19 | Don Wilson | Bullish | Odd Lots | The AI compute market will continue to grow large enough that Nvidia grows as a company in absolute terms… |
| 2026-10-19 | Anastasia AmorosoChief Investment Strategist, iCapital | Bullish | CNBC (uncut) | NVIDIA GTC this week is a catalyst to reinvigorate AI sentiment because agentic AI token consumption has… |
| 2026-10-19 | Ted ThatcherFounder and President, Bright Lake Wealth Management | Bullish | Fox Business (uncut) | Load-bearing wall of AI trade trading at mid-to-low teens forward PE after the selloff; Jensen executing well… |
| 2026-10-19 | Jeff Seeker | Bullish | Fox Business (uncut) | Nvidia sells the infrastructure layer that every AI hyperscaler must buy regardless of which cloud winner… |
| 2026-10-19 | Michael Kantrowitz | Bullish | CNBC (uncut) | NVIDIA ranks well on quality screens due to its larger market cap and stronger balance sheet, fitting the… |
| 2026-10-19 | Marcus Lemonis | Bullish | Fox Business (uncut) | Forward PE compressed from 23x to 15x while shares rose, meaning investors are paying less per dollar of… |
| 2026-10-17 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | AI companies engage in circular or Ponzi finance where investors double as customers inflating illusory… |
| 2026-10-16 | Larry McdonaldFounder, The Bear Traps Report | Bearish | Wealthion | Nvidia is overcharging for current-generation chips in an unsustainable capex testosterone contest; new chip… |
| 2026-10-16 | Michael Sansoterra | Bullish | CNBC (uncut) | Nvidia is the unchallenged incumbent in the current AI chip cycle with no credible successor emerging, making… |
| 2026-10-16 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | NVIDIA generated $48B last quarter and is on track for $300B in free cash flow next year with a clean balance… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bullish | Bloomberg TV (uncut) | NVIDIA has strong balance sheet quality and disciplined venture sizing unlike debt-laden CoreWeave, making it… |
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | Nvidia's durable competitive advantage is iterating a single core product—faster, more efficient chips—that… |
| 2026-10-16 | Ann BerryFounder, Threadneedle Ventures | Bullish | Bloomberg Open Interest | CoreWeave's debt stress is specific to over-levered neo-cloud operators; NVDA and AMD are quality chip names… |
| 2026-10-15 | Jensen HuangFounder & CEO, Nvidia | Bullish | Bg2 Pod | NVIDIA's revenue per gigawatt of deployed compute is growing from ~$18B to $40B+ as it expands from GPUs into… |
| 2026-10-15 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Consensus revenue forecasts were off by 100-200% in one year while the stock rose only 20%, leaving NVDA at… |
| 2026-10-14 | Gil LuriaManaging Director and Head of Technology Research, D.A. Davidson | Bullish | Bloomberg Open Interest | Nvidia trades at a discount to the broader market despite growing revenue at nearly double the market rate… |
| 2026-10-13 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | Nvidia keeps getting cheaper relative to demand numbers with AI chip supply-demand at 13-to-1, making the… |
| 2026-10-13 | Sarah KunstManaging director, Cleo Capital | Bullish | Mike Wilson (newest) | China chip competition news is fully expected and not new — Nvidia's multi-year head start in CUDA/software… |
| 2026-10-12 | Mandeep SinghGlobal head of tech research, Bloomberg Intelligence | Bullish | Bloomberg TV (uncut) | Microsoft's Maya chips and all other hyperscaler in-house efforts are years behind NVIDIA's maturity —… |
| 2026-10-10 | Barbara DoranCEO & CIO, BD8 Capital Partners | Bullish | CNBC (newest, named investor) | Nvidia's underlying demand is real and guidance is strengthening every quarter, with the stock consistently… |
| 2026-10-07 | John ArmitageCo-founder & CIO, Egerton Capital | Bullish | In Good Company | Nvidia's 75% gross margins and extreme operating leverage mean small revenue beats or shortfalls produce… |
| 2026-10-06 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bloomberg Open Interest | Nvidia's AI capex cycle is confirmed ongoing by Micron's strong quarter, and the stock remains cheap at… |
| 2026-10-06 | Kyle ReidheadCo-owner & head of research, Milk Road | Bullish | Fox Making Money (playlist) | Despite incremental share loss to custom chips, Nvidia's nominal GPU revenue is growing and capacity is… |
| 2026-10-06 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | CNBC Halftime Final Trades | Nvidia now pays and grows a real dividend, making it a legitimate dividend-growth compounder where earnings… |
| 2026-10-02 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bullish | Michael Burry | Nvidia has a genuine moat as the dominant GPU maker with no serious competitors, capturing AI capex spending… |
| 2026-09-22 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Committee | Nvidia's 98% earnings growth narrative has fully returned after a 20%-plus drawdown and a brief 'boring'… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | Nvidia holds ~85% market share in AI accelerator GPUs and the market is underestimating their capacity to… |
| 2026-09-22 | Jim ChanosShort seller — Chanos & Co (family office) | Bearish | Trinity Student Managed Fund | AI capex boom creates artificial earnings inflation via accounting mismatch — chip vendors like Nvidia book… |
| 2026-09-18 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Nvidia trades at only 16x earnings while Costco at 50x and Walmart at 48x — market will eventually rerate it… |
| 2026-09-17 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | All-In Podcast | Nvidia trades at only 14x next year's fully-taxed GAAP earnings — well below its historical average multiple… |
| 2026-09-15 | Aswath DamodaranProfessor of finance, NYU Stern | Bearish | BiggerPockets Money | Nvidia is an excellent business but is priced as the greatest company ever, and a great company at an extreme… |
| 2026-09-10 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | AI creates a third vector of economic growth beyond labor and capital, making compute bottlenecks — Nvidia… |
| 2026-09-10 | Dan IvesTech analyst, Wedbush Securities | Bullish | CNBC Fast Money Final Trade | Chip demand-to-supply in Asia runs 13-to-1, and Nvidia as the AI infrastructure backbone retains the best… |
| 2026-09-10 | Unknown | Bullish | CNBC Halftime Final Trades | Nvidia is trading at roughly 16x earnings which the speaker views as inexpensive given the company's… |
| 2026-09-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | AI adoption is structurally accelerating while NVDA January 2027 options implied volatility has collapsed to… |
| 2026-09-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Matt Barrie's AI adoption thesis makes NVDA a structural long, and with January 2027 implied volatility near… |
| 2026-09-07 | Unknown Panel Member | Bullish | Fox Barron's Roundtable (playlist) | NVIDIA's acquisition of Hugging Face accelerates open-source AI adoption, expanding the addressable market… |
| 2026-09-04 | Unknown | Bullish | CNBC Halftime Committee | NVIDIA's blowout earnings were the 'clearing event' confirming that AI capex is both continuing and… |
| 2026-08-31 | Gavin BakerFounder & CIO, Atreides Management | Bullish | a16z | Nvidia is the irreplaceable central bank of AI compute because it locked up 70-80% of the entire supply… |
| 2026-08-29 | David SacksVC — Craft Ventures | Bullish | All-In Podcast | AI capex boom is continuing with real legs — Nvidia guided 70% growth vs. 45% expected, is supply-constrained… |
| 2026-08-29 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Nvidia's practice of financing its own AI customers creates circular credit risk and makes the apparent… |
| 2026-08-28 | Ed ZitronCEO, EZPR; Host, Better Offline | Bearish | The Compound | Nvidia's revenue is artificially inflated by 3-5 hyperscaler customers who fund GPU purchases with debt to… |
| 2026-08-28 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | Nvidia's blowout quarter—hyper-scale revenue +102%, cloud/enterprise +170%, $26B revenue (~$1B/day), 75%… |
| 2026-08-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Nvidia is trading at roughly 17x next-year earnings — a trough multiple relative to the broader market and… |
| 2026-08-27 | Gene MunsterManaging Partner, Deepwater Asset Mgmt | Bullish | CNBC Fast Money Final Trade | Nvidia has underperformed the SOX by roughly 25% over the past six months despite intact fundamentals, and… |
| 2026-08-27 | Christopher RollandSenior semiconductor analyst, Susquehanna | Bullish | CNBC Fast Money Final Trade | Nvidia's FY28 revenue growth guide of 70% dramatically exceeded the street's sub-50% expectation, and the… |
| 2026-08-25 | Neil MovvaCEO, Sail Research | Bullish | Invest Like the Best | Nvidia continuously reinvents itself and dominates AI compute infrastructure while inference spend is… |
| 2026-08-24 | Joanne FeeneyPortfolio manager & partner, Advisors Capital Management | Bullish | Bloomberg Open Interest | Nvidia trades at ~21x earnings while growing EPS at over 40%, making its price-to-growth ratio highly… |
| 2026-08-21 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC Fast Money Final Trade | Nvidia has consistently delivered on AI complex demand and is a safe bet to report strong results despite… |
| 2026-08-19 | Joachim KlementHead of Strategy, Panmure Liberum | Bearish | Klement on Investing | SLM trend collapses demand for high-end data center GPUs, and even a pivot to cheaper desktop AI chips would… |
| 2026-08-18 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | The Big Picture (Ritholtz) | AI compute demand is structurally insatiable and supply-constrained across chips, power, and labor, making… |
| 2026-08-18 | Ben ThompsonFounder & author, Stratechery | Bearish | Invest Like the Best | Nvidia's margins are 'definitely unnatural' and are being preserved through complex equity backstop deals… |
| 2026-08-15 | Phil TownFounder, Rule #1 Investing | Bearish | Michael Burry | Nvidia's current revenue boom is driven by a one-time benchmarking phase that corporations will exit once… |
| 2026-08-14 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | Masters in Business | Nvidia is the primary beneficiary of AI infrastructure buildout as global compute demand remains structurally… |
| 2026-08-13 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Nvidia trades at only 14x for 85% revenue growth with $90B in free cash flow set to double by end of next… |
| 2026-08-13 | Michael LeeFounder, Michael Lee Strategy | Bullish | Fox Making Money | Nvidia trades at its cheapest forward valuation in a decade (~20x) and should be at $400 at a fair 35x given… |
| 2026-08-12 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | NVIDIA earnings in two weeks expected to show 96% revenue growth (best in 12 months), 114% earnings growth… |
| 2026-08-11 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Nvidia is tracing a breakout pattern similar to Apple's months ago, with new institutional-grade momentum… |
| 2026-08-11 | Eric VishriaGeneral Partner, Benchmark | Bullish | Invest Like the Best | Each major new compute workload era — CPUs, graphics, networking, mobile — produced at least one standalone… |
| 2026-08-04 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like the Best | Nvidia trades at its lowest forward P/E in 10 years while GPU spot prices are up 50-60% in 6-7 months and… |
| 2026-07-30 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia makes something no one else can produce, making the chip thesis genuinely correct unlike most AI… |
| 2026-07-27 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Nvidia is rebuilding momentum off June lows with the 200-day MA (~$192.50) acting as key support, but the… |
| 2026-07-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | The CUDA platform creates a recurring revenue moat with a near-guaranteed hardware upgrade roadmap… |
| 2026-07-21 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Nvidia has underperformed its peer group by 53% YTD and trades at 18x forward earnings—its cheapest since… |
| 2026-07-17 | Jonathan ThomasPresident & CEO, American Century Investments | Bullish | The Compound | Despite competitive pressure that will erode Nvidia's ~90% AI chip market share, its first-mover depth in the… |
| 2026-07-17 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Nvidia is not in a bubble because its P/E has compressed to a discount versus the S&P 500 even as earnings… |
| 2026-07-15 | Michael BatnickManaging Partner, Ritholtz Wealth | Bearish | The Compound | Market is correctly putting a lower multiple on Nvidia because peak hypergrowth may have occurred in 2024 and… |
| 2026-07-10 | Bill Baruch (Blue Line)Founder, Blue Line Capital & Futures | Bullish | CNBC Television | Nvidia is holding its 200-day moving average after digesting flat YTD gains, and CapEx-fear capitulation… |
| 2026-07-10 | Michael CembalestChairman of Market and Investment Strategy, J.P. Morgan Asset Management | Bearish | The Compound | Hyperscalers' in-house accelerators (Google TPU, AWS Trainium, Meta NIA, Microsoft Maya) deliver 30–40% total… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Nvidia is the most proprietary chip company in history, still supply-constrained and at the heart of the data… |
| 2026-07-08 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | CNBC International | Nvidia's apparent chip scarcity and pricing power is an artifact of circular financing guarantees — not… |
| 2026-07-08 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Nvidia will prove through upcoming earnings and results that the 'Lag 7' narrative is wrong and will reassert… |
| 2026-07-07 | Steve SosnickChief Strategist, Interactive Brokers | Neutral | Fox Business | Parabolic trend has broken and the market has already extrapolated 1-2 quarters of strong guidance into a 3-5… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Nvidia created and sustains the entire neocloud ecosystem to prevent hyperscalers from commoditizing it with… |
| 2026-07-03 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | CNBC Halftime Final Trades | Nvidia at 16x forward earnings mirrors Apple when it was dismissed as a simple hardware company trading at… |
| 2026-07-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Nvidia has derated to below the median forward P/E of the S&P 500 while its earnings growth guidance is far… |
| 2026-06-26 | Michael BurryFounder, Scion Asset Management | Bearish | Reventure Consulting | Nvidia's top 3 customers represent 64% of accounts receivable (extreme concentration risk), and AI token… |
| 2026-06-23 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | CNBC Television | Nvidia is mispriced relative to earnings power — at roughly 13-14x buy-side 2027 estimates it is cheap for a… |
| 2026-06-20 | Val ZlatevPortfolio Manager & Partner, Analog Century Management | Bullish | Jim Chanos | Nvidia at ~15x 2027 EPS and Broadcom at ~12x 2028 EPS are genuinely cheap multiples for dominant… |
| 2026-06-20 | Jack FarleyHost, Monetary Matters | Bullish | Jim Chanos | Nvidia is the dominant platform of the AI infrastructure build-out, trades at cheap multiples relative to the… |
| 2026-06-18 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | Odd Lots | Nvidia's dominance is an extraordinary head start from a gaming-chip architecture that accidentally fit AI… |
| 2026-06-16 | Dror PolegAuthor and economic commentator | Neutral | Wealthion | After a 10x move, the asymmetric setup that made Nvidia compelling three years ago no longer exists — odds of… |
| 2026-06-11 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Bg2 Pod | In a watt-constrained world, Nvidia's tokens-per-watt advantage translates directly into customer revenue… |
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | Nvidia sits at the center of the AI hardware renaissance where workloads are growing 10x annually, pushing… |
| 2026-06-06 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Nvidia has been financing its own large customers to drive demand, raising questions about credit quality and… |
| 2026-06-05 | David SacksVC — Craft Ventures | Bullish | All-In Podcast | Nvidia's dominant market position means its valuation will look cheap in hindsight once markets adjust to… |
| 2026-06-05 | Dan LoebFounder/CEO, Third Point | Bullish | All-In Podcast | Short pressure from long-short funds needing a 'safe short' is artificially suppressing Nvidia's price, and… |
| 2026-06-03 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Alphabet's equity raise — despite $174B in operating cash flow and $85B in recent debt issuances — signals AI… |
| 2026-05-28 | Dan LoebFounder/CEO, Third Point | Bullish | Invest Like The Best | Nvidia trades at ~15x 2027 and ~12x 2028 earnings as the dominant player in AI infrastructure with very fast… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Short | Cooper Academy | Nvidia's AI dominance is luck not vision — the GPU was built for gaming and happened twice to be the right… |
| 2026-05-23 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Nvidia has become too widely known and commonplace, reducing alpha potential as investors rotate to less… |
| 2026-05-23 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | Seed Knowledge | Nvidia's trillion-dollar valuation layered on cyclical semiconductor margins requires simultaneously doubling… |
| 2026-05-22 | Gavin BakerFounder & CIO, Atreides Management | Bullish | All-In Podcast | Nvidia is growing faster than hyperscaler capex and faster than Broadcom's AI revenue even ex-China, trades… |
| 2026-05-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | NVDA's revenue growth at its scale demonstrates unrelenting demand for AI hardware, with supply of AI… |
| 2026-05-22 | Jan Van EckCEO, VanEck | Bullish | The Compound | CUDA software ecosystem creates a durable moat analogous to IBM's hardware-to-software-to-services pivot, and… |
| 2026-05-21 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC Halftime Final Trades | At 18x forward earnings with 85% revenue growth and a dominant software moat on its GPU stack, Nvidia is… |
| 2026-05-21 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | The quarterly guide came in $4-5B ahead of expectations, validating the pre-earnings rally from 170 to 220… |
| 2026-05-21 | Zed FrancisCo-founder & CIO, Convexitas | Neutral | Patrick Boyle | Nvidia trades at a mid-20s forward PE roughly in line with the S&P, reflecting partial cyclicality discount… |
| 2026-05-20 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like The Best | Unprecedented AI demand (Anthropic adding $11B ARR in a month) drove NVDA to historically cheap valuations… |
| 2026-05-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Nvidia's 80% YoY revenue growth from an all-time high base, 75% gross margins, and a defensible CUDA… |
| 2026-05-19 | George NobleFormer Fidelity & hedge fund manager | Short | Julia La Roche Show | Earnings margins are cyclically elevated and unsustainable — like shipping stocks at peak rates — while… |
| 2026-05-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Meb Faber | Nvidia is tied to three or four structural themes simultaneously (AI, labor shortage, energy, etc.), making… |
| 2026-05-07 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Julia La Roche Show | Nvidia's margin expansion from ~40% to ~75% gross margins has been artificially sustained by vendor financing… |
| 2026-04-24 | David GardnerCo-founder, The Motley Fool | Bullish | Masters in Business | Nvidia has held all six rule-breaker traits through 21 years — originally a semiconductor and gaming GPU… |
| 2026-04-21 | Alice HanDirector (China), Greenmantle | Bullish | interview | The shift from chatbot to agentic AI dramatically multiplies token consumption, and Nvidia's Blackwell chips… |
| 2026-04-20 | Scott GallowayNYU Stern professor & podcast host | Bullish | interview | Post-drawdown multiple compression to ~24x forward earnings makes Nvidia a reasonable store of value even… |
| 2026-04-15 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | interview | Nvidia recovered to pre-DeepSeek levels while AI narrative is winning over geopolitical concerns, with… |
| 2026-03-23 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | Capital Allocators with Ted Seides | Nvidia mirrors Amazon in the dot-com bubble — the AI capex investment thesis is real but almost certain to be… |
| 2026-03-13 | Josh WolfeCo-founder, Lux Capital | Bearish | The Information | Nvidia's stock fell on blockbuster fundamentals, signaling peak expectations fully baked in or above fair… |
| 2026-02-27 | Aswath DamodaranProfessor of finance, NYU Stern | Bearish | Meb Faber | Nvidia has already ridden the bulk of the AI architecture wave and current pricing requires betting on a… |
| 2026-02-06 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | Nvidia benefits directly from massive hyperscaler AI infrastructure spending which creates sustained demand… |
| 2026-01-23 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia is misclassified as a cyclical hardware company; it has high visibility on future earnings and trades… |
| 2026-01-22 | Larry FinkChairman/CEO, BlackRock | Bullish | Bloomberg Podcasts | Nvidia is a core partner in BlackRock's $40B data center infrastructure buildout, reflecting conviction in… |
| 2026-01-20 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia is mispriced as a cyclical hardware company when it should be valued like a high-visibility earnings… |
| 2026-01-19 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | interview | Nvidia will lead the AI bubble collapse, as AI meets every historical condition for a bubble bust — powerful… |
| 2025-12-17 | Mark MossYouTube host — macro & Bitcoin | Bullish | Michael Burry | Michael Burry shorted Nvidia citing AI bubble driven by hype and circular financing, but Moss presents this… |
| 2025-12-16 | Dan IvesTech analyst, Wedbush Securities | Bullish | Mohamed El-Erian | Nvidia is one of the two best physical AI plays in the market, serving as the foundational chip layer of the… |
| 2025-12-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia is criminally undervalued at 27x earnings when predictable retailers like Walmart and Costco trade at… |
| 2025-12-15 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bearish | Louis-Vincent Gave | Chinese open-source AI (DeepSeek, Qwen) has entered the market for free, with 80% of startups already using… |
| 2025-12-15 | Michael BurryFounder, Scion Asset Management | Short | Jim Willie | Nvidia is not a true AI company but a GPU commodity player that got lucky twice — first with crypto mining… |
| 2025-12-13 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Nvidia delivered a genuine re-acceleration in revenue with margin expansion, and ARK bought the post-earnings… |
| 2025-12-09 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like The Best | Nvidia's annual GPU cadence (Blackwell → Rubin) is structurally impossible for ASIC competitors to match… |
| 2025-12-03 | Michael BurryFounder, Scion Asset Management | Short | Oksana | Nvidia is a legacy graphics chip company that got lucky twice (crypto, then AI) without building AI-native… |
| 2025-12-02 | Lyn AldenIndependent macro strategist | Bearish | CNBC-TV18 | Markets are realizing Nvidia may not be the only chip game in town as Google's chips show promise and… |
| 2025-12-02 | Michael BurryFounder, Scion Asset Management | Short | interview | Nvidia is an accidental AI beneficiary — GPUs were adopted for crypto then AI simply because they were… |
| 2025-11-25 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | Big tech is massively over-investing in AI infrastructure relative to actual revenue generated, and Nvidia's… |
| 2025-11-20 | Tom GaynerCEO, Markel Group | Bearish | Thomas Gayner | Nvidia's market cap now equals Germany's entire GDP and Gayner would choose Germany — valuation has exceeded… |
| 2025-11-18 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Neutral | CNBC Halftime Final Trades | Receivables-to-inventory ratio is the key signal to watch ahead of earnings; noise elsewhere should be ignored |
| 2025-11-07 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Chase Coleman | Nvidia has massive scale advantages in compute and data that compound in the AI era, with 3-4 trillion of… |
| 2025-11-05 | Bill NygrenPortfolio manager, Oakmark Funds | Bearish | The World According To Boyar | Applying Cisco-era framework to Nvidia—reasonable assumptions on market growth, market share, and… |
| 2025-11-04 | Alex KarpCEO, Palantir | Bullish | Michael Burry | Michael Burry is shorting Nvidia alongside Palantir as an implicit bet against the AI revolution, which Karp… |
| 2025-10-30 | Cathie WoodCEO & CIO, ARK Invest | Bullish | My First Million | Nvidia remains a core AI infrastructure holding; ARK re-entered the position on the tariff-driven drawdown… |
| 2025-10-30 | Gavin BakerFounder & CIO, Atreides Management | Bullish | a16z | No dark GPUs unlike 2000's dark fiber, ROIC of biggest GPU spenders rose ~10 points since capex ramp… |
| 2025-10-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia is the scarcest company in the world selling the essential chip for $1.3T in AI spend by 2029, yet… |
| 2025-10-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bearish | Wealthion | S&P trades near 30× earnings vs a healthy 18–20×, implying ~50% overvaluation; AI companies cannot sustain… |
| 2025-10-17 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Nvidia is underperforming its own earnings growth relative to other pockets of tech, making it a relative… |
| 2025-10-14 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Nvidia's minority investments target companies with independent capital access (OpenAI oversubscribed, xAI… |
| 2025-10-10 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | All-In Podcast | AI compute demand is systematically underestimated by Wall Street — there are no dark GPUs today and no sign… |
| 2025-09-26 | Jensen HuangFounder & CEO, Nvidia | Bullish | Bg2 Pod | General-purpose computing is permanently shifting to accelerated computing, and three compounding scaling… |
| 2025-09-26 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | NVDA's competitive moat is increasing — annual cadence, supply chain locked three years forward, co-design… |
| 2025-09-23 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Committee | Nvidia's $100B OpenAI investment is strategically rational for a $4T company with clear ROI in GPU sales and… |
| 2025-09-23 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Near-term correction to $145–150 is possible but does not defeat the AI thematic investing premise, which… |
| 2025-09-19 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | At $4.3T+ valuation, Nvidia's CEO repeatedly using elevated stock to invest in third parties (Intel… |
| 2025-09-19 | Matt MorseCIO, Grimes & Company | Bullish | Wealthion | Nvidia can double free cash flow production over the next two years, making it cheap on an FCF basis relative… |
| 2025-09-05 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | Nvidia is set for a sharp decline as the largest MAG7 weight in an overvalued index faces a risk-off… |
| 2025-09-03 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Wealthion | Nvidia is the premier infrastructure play for the AI era regardless of one's skepticism about AI's ultimate… |
| 2025-08-29 | Jan Van EckCEO, VanEck | Bullish | The Compound | Two large upside surprises not yet reflected in NVIDIA numbers — Middle East sovereign data center spending… |
| 2025-08-28 | Beth KindigLead Tech Analyst & CEO, I/O Fund | Bullish | Wealthion | Nvidia has evolved into a rack-scale systems company with durable software moats analogous to Apple's iOS/App… |
| 2025-08-27 | Pat MorheadFounder, Moor Insights & Strategy | Bullish | CNBC Closing Bell Overtime | Conservative Q2 guidance reflects China policy uncertainty, not fundamental weakness — Blackwell supply chain… |
| 2025-08-27 | Brenda VingielloCIO, Sand Hill Global Advisors | Bullish | CNBC Closing Bell Overtime | International expansion and sovereign-entity customers provide revenue diversification beyond US hyperscalers… |
| 2025-08-25 | Unnamed Committee Member | Bullish | CNBC Halftime Committee | China export license restoration likely reverses a portion of the $5B write-off while Nvidia remains on pace… |
| 2025-08-18 | Jim BiancoMacro strategist — Bianco Research | Bearish | Wealthion | Nvidia and Palantir have become stocks whose 'product is the stock price'—retail holders cannot describe… |
| 2025-08-16 | Robert HagstromCIO, EquityCompass Investment Management | Bullish | Bill Miller | Nvidia earns 125% return on capital with no close competitor, and its earnings grew faster than its share… |
| 2025-08-12 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bullish | Wealthion | Nearly all Mag7 names are forming bull flags or showing momentum reversals, and the concentrated FOMO money… |
| 2025-07-28 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Nvidia is the dominant AI chip price maker with EPS growing from ~$5 to ~$6, supporting a $240 next target at… |
| 2025-07-24 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Neutral | Wealthion | At a $4 trillion market cap the required growth to double to $8 trillion is speculative against a $90-100… |
| 2025-07-23 | Keith | Bullish | All-In Podcast | As AI proliferates to small businesses and drives broad compute adoption, large-cap infrastructure players… |
| 2025-07-15 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Nvidia has become so large a portfolio weight for most retail holders that regret minimization favors… |
| 2025-07-11 | Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group | Bearish | Wealthion | Nvidia's biggest customers (Amazon, Microsoft, Google) are becoming competitors and will erode its 70%+… |
| 2025-07-10 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | Master Investor | Nvidia is the 'shovel seller' at the peak of an AI gold rush with no durable monopoly power, and as the Mag 7… |
| 2025-07-03 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | A new chips deal with China removes a major overhang for Nvidia and is a positive catalyst for the AI trade… |
| 2025-06-26 | David WooIndependent macro strategist (ex-BofA) | Bearish | Wealthion | Chinese AI competitors (DeepSeek, Alibaba models) match US AI capabilities without top Nvidia chips, proving… |
| 2025-06-24 | Unknown | Bullish | All-In Podcast | All AI model training paths still converge on the GPU despite new architectures entering the market, making… |
| 2025-06-21 | Thomas LaffontCo-founder, Coatue Management | Bullish | All-In Podcast | GPU architecture remains the essential compute layer for all major AI models and is not being displaced —… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Nvidia remains the leading AI chip designer and became more attractively valued after a more-than-50%… |
| 2025-05-16 | James van GeelenFounder, Citrini Research | Bullish | Forward Guidance | Nvidia's Isaac Sim, Groot, and Jetson platform create a defensible software moat as the de facto brain for… |
| 2025-04-16 | Howard MarksCo-chairman, Oaktree Capital | Bearish | Oaktree Capital | The DeepSeek-driven selloff in Nvidia was driven by a specific competitive threat that was fundamentally… |
| 2025-04-10 | Julien GarranPartner, The MacroStrategy Partnership | Bearish | Wealthion | LLM training has hit a diminishing-returns wall (compute costs scale 80x for marginal accuracy gains)… |
| 2025-04-02 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Initiated a first-ever position in Nvidia after the stock fell roughly 30% from highs, viewing the drawdown… |
| 2025-04-01 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Nvidia hit its lowest forward PE in 10 years (~22x) despite being the dominant GPU manufacturer with 90%… |
| 2025-03-31 | Gavin | Bullish | All-In Podcast | AI agents becoming mainstream will make Blackwell GPU ROI very high because compute will be the rate-limiting… |
| 2025-03-29 | Gavin BakerFounder & CIO, Atreides Management | Bullish | All-In Podcast | Blackwell product cycle will be highly successful because reasoning models (DeepSeek, o1-class) are… |
| 2025-03-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | AI compute demand is growing far faster than Wall Street consensus (Jensen forecasting $1T/year data center… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Nvidia briefly traded cheaper than the S&P 500 (~20x earnings) despite 60-70% earnings growth vs 10-12% for… |
| 2025-03-07 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Nvidia's future trajectory is not impaired by tariff disruption and the stock still looks like a great… |
| 2025-03-03 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Betting on leading AI companies like Nvidia is not a mistake because the market is correctly pricing in data… |
| 2025-02-28 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | The Compound | PEG ratio of ~0.7 with ~50% EPS growth makes Nvidia cheap relative to its growth rate despite the… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Nvidia's extreme market-cap volatility makes it impossible for active managers to track cap-weight changes… |
| 2025-02-11 | Michael OliverFounder, Momentum Structural Analysis | Bearish | Wealthion | Nvidia is the current cycle's Cisco—the real AI story doesn't prevent the stock from collapsing 80%+ as the… |
| 2025-02-05 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | DeepSeek triggers Jevons paradox — dramatically cheaper inference drives massively higher aggregate compute… |
| 2025-02-01 | Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group | Bearish | Wealthion | Deep Seek demonstrates AI models are commoditizing, removing justification for the massive capex spending… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Deep Seek does not reduce GPU demand — demand-to-supply for Nvidia chips is 15:1, two trillion in AI capex… |
| 2025-01-29 | Alex CampbellFounder & CEO, Rose AI | Bullish | Forward Guidance | DeepSeek shifts compute burden from training to inference rather than eliminating it, so aggregate GPU demand… |
| 2025-01-29 | Brett RentmeesterCIO, Jaggi Family Office | Bearish | Wealthion | DeepSeek demonstrated that AI model parity can be achieved with cheaper chips and less energy, undermining… |
| 2025-01-28 | Ray DalioFounder, Bridgewater Associates | Bearish | interview | AI infrastructure mega-caps like Nvidia face compounding risks from stretched valuations in a rising-rate… |
| 2025-01-23 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Stargate adds a massive new GPU buyer on top of existing hyperscaler demand in an already chip-constrained… |
| 2025-01-17 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | What others read as a head-and-shoulders top in Nvidia is actually a continuation pattern in a bull market… |
| 2025-01-15 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bearish | Wealthion | Nvidia printed a topping/reversal candle (gap to all-time high then sharp selloff), distribution volume is… |
| 2025-01-11 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Hyperscaler capex commitments of ~$300B translate almost entirely to Nvidia data center revenue (growing from… |
| 2025-01-11 | Cyan BanisterPartner, Long Journey Ventures | Bullish | All-In Podcast | Cloud GPU business drives the majority of Nvidia's revenue and AI adoption is still in early innings—real… |
| 2025-01-04 | Gavin BakerFounder & CIO, Atreides Management | Bullish | All-In Podcast | Reasoning models and test-time compute are adding a third multiplicative scaling axis to AI, triggering a new… |
| 2025-01-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Nvidia is the caboose of the AI capex chain — the hyperscalers (Google, Meta, Microsoft) commit spending… |
| 2024-12-23 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | NVIDIA's PE of ~30x is far below Cisco's 120x bubble peak, so a Cisco-like collapse would require 70% revenue… |
| 2024-12-23 | Dylan PatelFounder & chief analyst, SemiAnalysis | Bullish | Bg2 Pod | Hyperscaler CapEx will accelerate materially in 2025 and inference-time reasoning requires roughly 50x more… |
| 2024-12-12 | Jesse FelderAuthor, The Felder Report | Bearish | Wealthion | AI revenue is partially illusory vendor-financing circularity (Microsoft/Nvidia investing in startups that… |
| 2024-11-28 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Wealthion | Nvidia captures the bulk of AI infrastructure economics as the GPU picks-and-shovels leader, with insatiable… |
| 2024-11-21 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Even if LLM pre-training scaling decelerates, Nvidia demand is sustained by surging inference workloads… |
| 2024-11-08 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | The emerging AI agent wave (Google Jarvis, Anthropic Claude computer use, Apple Intelligence onscreen… |
| 2024-10-17 | Cathie WoodCEO & CIO, ARK Invest | Bearish | RankiaPro | Nvidia's near-term valuation hit 'a little bubble territory' due to double/triple chip ordering by customers… |
| 2024-10-15 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Forward Guidance | Hyperscalers are spending $50-100B on AI capex for existential competitive reasons, filling Nvidia's order… |
| 2024-10-13 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | NVIDIA's competitive moat is combinatorial and widening — full-stack dominance (GPU + CUDA software libraries… |
| 2024-10-13 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | NVIDIA's competitive moat is deeper than the market appreciates because their systems-level integration… |
| 2024-10-10 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Wealthion | Nvidia is the picks-and-shovels layer of AI with insatiable GPU demand from sovereigns and hyperscalers, and… |
| 2024-10-08 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bullish | Wealthion | After a 35% shakeout that flushed weak holders, Nvidia is forming a multi-month launch pad; CEO comments… |
| 2024-09-14 | Ram AhluwaliaCEO, Lumida Wealth | Bullish | Forward Guidance | AI semiconductor earnings story is real with Nvidia's ~75% margins dramatically superior to peers, making the… |
| 2024-09-07 | Tyler NevilleTrader, Muddy Waters Capital | Bearish | Forward Guidance | Nvidia's growth expectations and margins are compressing from unsustainable levels while… |
| 2024-09-02 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | Nvidia's AI chip demand is supply-constrained 10-15x with only 3-5% of global enterprises having begun AI… |
| 2024-08-30 | Reid HoffmanCo-founder, LinkedIn; venture capitalist | Bullish | All-In Podcast | Nvidia holds a decisive lead on training cluster chips with demand sustained for at least two more years, and… |
| 2024-08-29 | Angus ShillingtonPortfolio Manager, Emerging Markets, VanEck | Bearish | Forward Guidance | NVIDIA's supernormal margins face inevitable compression as hyperscaler customers develop proprietary… |
| 2024-08-28 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bearish | Wealthion | Nvidia trades at 35x sales and 70x earnings while AI capex from a limited number of hyperscalers is likely to… |
| 2024-08-28 | Ivan FeinsethCIO & head of research, Tigress Financial Partners | Bullish | Bloomberg Surveillance | Nvidia uniquely enables AI/ML by converting visual to digital information at scale via GPUs, is multiple… |
| 2024-08-28 | Ivan FeinsethCIO & head of research, Tigress Financial Partners | Bullish | Bloomberg Surveillance | Nvidia's GPU architecture uniquely enables the conversion of visual/analog information into digital data at… |
| 2024-08-27 | Mandeep SinghGlobal head of tech research, Bloomberg Intelligence | Bullish | Bloomberg Surveillance | Nvidia is under-shipping demand by a substantial margin — supply has not caught up with AI infrastructure… |
| 2024-08-23 | Josh WolfeCo-founder, Lux Capital | Bearish | The Logan Bartlett Show | Nvidia's demand cycle was pulled forward 3-5 years by hyperscaler FOMO and geopolitical chip-hoarding… |
| 2024-08-10 | Kevin MuirIndependent trader — The Macro Tourist | Bearish | Marko Papic | Nvidia trades at ~35x sales versus Apple at 2x sales when Buffett bought it in 2014, and insider selling by… |
| 2024-08-09 | Brad GerstnerFounder & CEO, Altimeter Capital | Bullish | Bg2 Pod | Big-four hyperscalers (Meta, Google, Microsoft, Amazon) are all capacity-constrained and doubling down on AI… |
| 2024-08-08 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | The Investor’s Podcast | Nvidia is the 'shovel seller' in the AI gold rush and benefits now, but it is unclear whether chip buyers… |
| 2024-08-07 | Gavin BakerFounder & CIO, Atreides Management | Bullish | This Week in Startups | Nvidia is the dominant winner in AI compute infrastructure as the primary chip for training large language… |
| 2024-08-05 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Nvidia trades at ~22x forward earnings on Adam's $4 EPS estimate, the same multiple as the broad market, yet… |
| 2024-04-07 | Mike NovogratzFounder/CEO, Galaxy Digital | Bearish | The Wolf Of All Streets | Nvidia has had an extraordinary momentum run but has shown early chart weakness, and a meaningful correction… |
| 2023-12-23 | Patrick BoyleFinance professor; ex-hedge fund manager | Bullish | interview | Generative AI and large language models are driving accelerating demand for Nvidia's AI chips, with excess… |
| 2023-09-16 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Short | The Investor’s Podcast | At ~$1.2T market cap on $25B trailing revenue, achieving even a 10% annual return requires margins to double… |
| 2023-09-14 | Aswath DamodaranProfessor of finance, NYU Stern | Bullish | The Investor’s Podcast | Nvidia has a history of near-death drawdowns that create buying opportunities, and its optionality in finding… |
| 2023-08-05 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Nvidia trades at ~44x revenues, a valuation more extreme than Sun Microsystems at the peak of the dot-com… |
| 2023-06-19 | Gavin BakerFounder & CIO, Atreides Management | Bullish | This Week in Startups | Nvidia GPU architecture, designed for gaming parallel math, turned out to be exactly what AI training… |
| 2023-06-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia's guidance raise after earnings actually caused its PE to drop, meaning the stock re-rated on… |
| 2023-06-07 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Bloomberg Live | Nvidia's earnings and orders are growing ~70% even in a potential hard landing because AI is a secular… |
| 2023-06-06 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Nvidia benefits directly from current AI build-out as GPU demand surges, making it the clearest near-term AI… |
| 2023-05-10 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Sohn Conference Foundation | AI is as transformative as the internet and Nvidia is the direct primary infrastructure beneficiary; even in… |
| 2022-08-03 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Nvidia at $149 was a growth-repositioning entry as the street was universally underweight; momentum driven by… |
| 2022-05-02 | Keith Fitz GeraldFounder & principal, Fitz-Gerald Group | Bullish | Fox Market Check (playlist) | Nvidia has sold off ~30% creating a generational entry point for a company with durable long-term fundamentals |
| 2019-02-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Anthony Pompliano | GPUs are the essential AI training substrate for autonomous vehicles — a structural demand driver that is… |
| 2018-12-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Nvidia's selloff driven by crypto inventory destocking is a short-term and misattributed reason to sell; the… |
| 2018-12-12 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | One of four stocks Payne believes can be bought and held for substantial gains over the next five years while… |
| 2016-01-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Nvidia provides the core processing intelligence for shared autonomous vehicles, which will be the next level… |
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Earnings
Next report: 17 Nov 2026 after the close
Confirmed date · consensus EPS 2.53. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 26 Aug 2026 | after the close | 2.22 vs 2.14 | +3.0% |
The options tape
Notable options days
Sessions in the last 120 where NVDA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 1 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 |
+20 sess. = raw price change over the following 20
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