NVDABullunverifiable
Brighter with Herbert“I put my bet alongside Elon Musk or Jensen Wong versus people who have never done anything like Michael Bur.”
Thesis at the time
BullishNvidia is highlighted as a major investor in SpaceX (reported stakes of roughly $17-20 billion) and a critical compute partner across the AI ecosystem, including possible deeper ties to Musk's Terafab chip venture. The hosts express bullish conviction in Nvidia's strategic positioning, citing extremely tight GPU supply, high rental rates, and Jensen Huang's pattern of investing in and supporting the customers who buy his chips.
Key arguments
- Nvidia holds a large equity stake in SpaceX, reported between $17 billion and $20 billion.
- Nvidia strikes revenue-sharing and investment deals with the companies it sells chips to rather than just selling product.
- Rental rates for Nvidia GPUs remain high and availability is extremely low, indicating strong ongoing demand.
- Speculation of a deeper partnership between Nvidia and Musk's Terafab memory/chip venture, including Nvidia possibly reselling Terafab-made chips.
Counter-arguments acknowledged
- Nvidia is fabless and depends on TSMC and other foundries for chip production, which could constrain supply.
Hedges and caveats (from the video)
- Discussion is primarily about private company SpaceX, not publicly traded securities
- Ownership percentages and valuations are based on disclosed filings
- Future AI market projections ($3.2 trillion compute by 2040) are speculative model outputs
- No specific price targets or buy/sell recommendations provided
The call
- Date said
- Aug 18, 2026
- Confidence
- medium
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Personal stake language ('I put my bet') signals conviction, but the claim is a broad comparison about the AI compute cycle rather than a specific price or timeframe for Nvidia stock.
Source
Elon Owns 48.7%… Look Who Owns The Rest
Said on Aug 18, 2026Open on YouTube ↗