NVDABullunverifiable
Meet Kevin“I've been complaining about Nvidia feeling cheap under the 227 line for what I feel like is months now. But I can't help myself but say that I think it's getting close to where Nvidia could soon break out of this this ceiling right here I don't think will last much longer.”
Thesis at the time
BullishKevin thinks Nvidia has been undervalued for months and is close to breaking out of a long-standing technical ceiling, pointing to Microsoft's reported plan to massively scale up AI compute capacity as a bullish signal for chip demand. He argues hardware names broadly have gotten too cheap for this stage of the AI buildout cycle.
Key arguments
- Microsoft reportedly planning to roughly 3x total data center capacity, a 16x increase in AI-specific compute from 2 to 32 gigawatts
- Hardware stocks including Nvidia, Broadcom, AMD, and CoreWeave have gotten too cheap relative to this phase of the AI investment cycle
Hedges and caveats (from the video)
- Host acknowledges uncertainty about Federal Reserve policy outcomes
- Mentions possibility of rate hikes causing economic peak similar to Greenspan era
- No specific directional predictions on individual assets or market indices provided
The call
- Date said
- Sep 11, 2026
- Price at prediction
- $218.36
- Confidence
- low
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Direction is bullish but hedged with 'could' and no firm timeframe; the 227 level reads as a chart annotation rather than a fundamental target.
Source
Buy the Dip.
Said on Sep 11, 2026Open on YouTube ↗