NVDABullpending
Jo BhakdiTarget Range
$300–$400
“This thing probably goes to 300 or 400 before.”
Thesis at the time
MixedThe speaker views Nvidia as fundamentally undervalued and poised to grow near-term, but believes it carries more downside risk than Tesla or SpaceX because its core training-compute business could be threatened if large AI training runs are outlawed. He expects a possible near-term move higher before a later, more serious hiccup tied to this regulatory risk.
Key arguments
- Nvidia is undervalued and 'posed to grow dramatically' in the near term
- Its central advantage is training/terrestrial buildout, which is at risk if massive training runs become illegal
- He expects the market to increasingly price in this risk over the next 6+ months, with a bigger reckoning by 2028
Counter-arguments acknowledged
- Nvidia will probably lobby against restrictions and eventually pivot toward inference compute
- He is 'not too concerned about Nvidia strategically' as a company even if the stock has a hiccup
Hedges and caveats (from the video)
- Speaker acknowledges this is speculative analysis of rapidly evolving political and corporate dynamics
- No specific price targets or directional calls provided for any assets
- Discussion centers on macro AI safety concerns rather than fundamental company analysis
- Speaker presents personal interpretation of tech leaders' motivations without financial recommendations
The call
- Date said
- Sep 13, 2026
- Price at prediction
- $218.29
- Current price (live)
- $228.87$121.13 below target
- Confidence
- low
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Hedge word 'probably' and lack of a specific timeframe reduce confidence despite a stated price range.
Source
How ACCELERATION Impacts Tesla, SpaceX And AI Stocks
Said on Sep 13, 2026Open on YouTube ↗