NVDABullunverifiable
Jo Bhakdi“Will Nvidia keep growing at 60 70% for a very long time? Of course.”@ 11:37 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishNVIDIA is at the center of the AI revolution and singularity, with data center revenue growing 75% year-over-year despite being the world's largest company. The speaker believes AI demand is unlimited and NVIDIA will continue growing at 60-70% for a very long time, making this definitively not a bubble.
Key arguments
- Data center revenue up 75% year-over-year to $62 billion
- AI is in exponential expansion phase with unlimited demand for chips
- Personal productivity increased 10x through AI tools, proving massive value creation
- Next generation Vera Rubin chips will drive continued growth
Counter-arguments acknowledged
- OpenAI financial instability could pose minor risk
- Market sentiment remains irrationally bearish despite strong fundamentals
Hedges and caveats (from the video)
- Acknowledges potential bubble concerns in AI stocks
- Notes conference call could reveal negative forward guidance
- References market fears about competition (OpenAI)
- Discusses the importance of distinguishing between bubble and genuine growth
The call
- Date said
- Feb 25, 2026
- Timeframe
- for a very long time
- Price at prediction
- $195.56
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Uses definitive language 'of course' and bases prediction on fundamental AI demand thesis