TubeRank
NVDABullunverifiable
Jo BhakdiJo Bhakdi
“Nvidia ridiculously cheap”

Thesis at the time

Bullish

Joe sees Nvidia as ridiculously cheap on a forward PE basis, near 10-year lows, with demand so strong the company is reportedly sold out of capacity through 2029.

Key arguments

  • Sold out of capacity all the way to 2029 per Elon's comments cited
  • Forward PE near 10-year lows despite AI boom

Hedges and caveats (from the video)

  • Acknowledges current brutal losses in semiconductor positions
  • Notes personal trading is private and not through managed portfolios currently
  • Recognizes extreme market volatility and crash conditions
  • References Jim Cramer's contrarian indicator (dot-com bubble comparison) as a potential bottom signal
  • Admits uncertainty about near-term price recovery despite bullish fundamentals

The call

Date said
Jul 28, 2026
Confidence
medium
Specificity
vague

How it resolved

Status
unverifiable
Why this resolved this way(resolution audit)
Reference price
— (anchored at quote date)
Target used
—
Deadline source
None — neither explicit nor horizon-derived
Age at resolution
1.9 months(from publish date)

Full rules: docs/resolution-spec.md.

Confidence Reasoning

Clear bullish sentiment but no specific price target, timeframe, or strong certainty language.

Source

Why Tomorrow Is PIVOTAL for Tesla, Micron And The Market
Said on Jul 28, 2026Open on YouTube ↗
View full video analysisView YouTuber profile