NVDABullpending
Meet KevinTarget Price
$300
“Now, I'm still bullish on Nvidia, I still think is an over $300 stock.”
Thesis at the time
BullishKevin remains bullish on Nvidia even while discussing Apple's potential entry into the server market as a competitive threat, maintaining a price floor view of over $300 per share. He sees Nvidia's NVLink Fusion technology as a major moat even as more ASIC designers and now potentially Apple look to integrate with its ecosystem.
Key arguments
- NVLink Fusion gives Nvidia a moat by letting other companies' ASICs connect into its data center stack
- Nvidia dominates the AI server market despite emerging competition
- Apple's potential server ambitions still rely on Nvidia's networking technology
Counter-arguments acknowledged
- Apple could become a competitor in both on-device and data center AI
Hedges and caveats (from the video)
- Acknowledges uncertainty with Iran and geopolitical risks
- Notes volatility is expected despite optimism on economic conditions
- Mentions uncertainty around Treasury yields and oil prices
- States 'does that mean we're going straight up? No, not necessarily'
- Discusses fear and uncertainty as dominant market sentiment
The call
- Date said
- Sep 16, 2026
- Price at prediction
- $212.17
- Current price (live)
- $228.87$71.13 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific number stated with continued conviction ('still think'), but no timeframe and phrased as a floor rather than a firm target.