QQQBullpending
Target Price
$800
“My take is that we're going to break 800 by the end of the year.”
Thesis at the time
Strongly BullishKevin believes the Nasdaq-100 (via the Q's) has bottomed after bouncing off key support levels and will break through $800 by year-end as peak fear fades and hardware stocks re-rate higher.
Key arguments
- The Q's bounced exactly off 700 during peak Fed rate hike fear and has since climbed to 715 and then 735
- Peak fear around CPI, Iran, and the Fed is behind us, supporting continued upside
Counter-arguments acknowledged
- Ongoing geopolitical uncertainty around Iran, Russia, and Saudi attacks could still cause volatility
Hedges and caveats (from the video)
- Acknowledges potential bubbliness in valuations long-term
- References monitoring NScale IPO and Anthropic IPO as canaries in the coal mine
- Discusses valuation concerns despite bullish near-term outlook
- Past performance references (AMD called at 452, Meta called on August 28th) used to establish credibility rather than as new predictions
The call
- Date said
- Sep 21, 2026
- Timeframe
- by the end of the year
- Deadline
- Dec 31, 2026
- Price at prediction
- $721.45
- Current price (live)
- $747.46$52.54 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Certainty language ('we're going to') combined with a specific price and deadline, plus disclosed personal buy alerts at key support levels.