QQQBullpending
Meet KevinTarget Price
$929
“So I think there's an easy 20 or 30% in this which if I take 715 and I take 30% on top of that that's 929 that's not unreasonable.”
Thesis at the time
Strongly BullishKevin says QQQ, currently around 715, is being unfairly discounted due to AI bubble fears and should rally roughly 20-30% because the coordinated AI spending slowdown extends rather than pops the bubble.
Key arguments
- AI labs slowing spend props up reported profitability, extending the bubble rather than ending it
- Data center buildout is already bottlenecked by wafer, memory, and energy constraints, so a coordinated slowdown changes little
- A 20-30% rally from current QQQ levels is 'not unreasonable' given how much fear is priced in
Counter-arguments acknowledged
- It is definitely a bubble that will pop eventually, just not yet
Hedges and caveats (from the video)
- Acknowledges this is contrarian to popular online opinion
- Invites viewers to challenge his thesis in comments
- Presents multiple interpretations (marketing angle, regulatory angle) before settling on his own
- Describes some arguments as 'jaded' perspectives rather than his actual belief
The call
- Date said
- Sep 13, 2026
- Timeframe
- by the end of the year
- Deadline
- Dec 31, 2026
- Price at prediction
- $714.88
- Current price (live)
- $747.46$181.54 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
A specific numeric target is given via calculation, but it's softened with 'I think' and 'not unreasonable' rather than firm conviction.
Source
they're all wrong.
Said on Sep 13, 2026Open on YouTube ↗