NVDABullunverifiable
Jo Bhakdi“It will keep growing like that. That is my very clear prediction.”@ 15:18 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishNvidia is significantly undervalued after earnings selloff, trading at ridiculous forward P/E of 20-22 despite 70% earnings growth. The company has a strong floor due to massive cash flows and is positioned to lead any market recovery.
Key arguments
- Growing at 70% earnings annually with forward P/E of only 20-22
- Massive cash inflows provide downside protection
- Should be trading at $210 based on fundamentals
- Much lower risk than Tesla with similar upside potential
- Will be main beneficiary of any NASDAQ turnaround
Counter-arguments acknowledged
- Market remains in sideways movement since September
- AI skepticism persists in broader market
Hedges and caveats (from the video)
- Creator acknowledges predictions are 'not confirmed yet'
- Positions contingent on 'potential inflection point' occurring
- Geopolitical situation (Iran conflict) remains unresolved
- Market timing predictions subject to unexpected escalation or de-escalation
- Portfolio performance review shows recent losses from Nvidia selloff
The call
- Date said
- Mar 3, 2026
- Price at prediction
- $182.48
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Explicit statement of 'very clear prediction' with certainty