Founder & CEO, Nvidia
Company executive
3 dated public stances tracked since 2025-09-26, most recently 2026-10-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jensen Huang's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jensen Huang is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-09-26 | NVDA | bullish | +6.9% | +0.3% | +28.7% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| NVDA | 2 | | 2 bullish | 2026-10-15 |
| Ai Infra | 1 | | 1 bullish | 2026-10-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-15
NVDA
bullish
Bg2 Pod · video
NVIDIA's revenue per gigawatt of deployed compute is growing from ~$18B to $40B+ as it expands from GPUs into networking, CPUs, software licensing, and revenue-share arrangements, while market share is actually increasing because only NVDA offers the…
“If you want to get in line for Vera Rubin Ultra, it's close to placing order time. Sight unseen. We're literally the only one.”
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
2026-10-15
Ai Infra
bullish
Bg2 Pod · video
Global AI compute spend will reach $4T/year by end of decade and potentially $10T annually thereafter because Moore's Law is over (doubling compute now costs double, not one year's wait), AI rearchitects all prior compute spending, and intelligence demand is…
“If you told me the annual capacity building runs around 10 trillion dollars, I'm not even a little bit surprised.”
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
2025-09-26
NVDA
bullish
Bg2 Pod · video
General-purpose computing is permanently shifting to accelerated computing, and three compounding scaling laws (pre-training, post-training, inference-time reasoning) drive demand toward a ~$5T annual AI capex TAM — dwarfing the current ~$400B market — while…
“I think Nvidia will likely be the first 10 trillion dollar company”
90d +6.9% · 180d +0.3% · 1y +28.7%
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
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