Meet Kevin on NVDA

“I say Nvidia is a buy for me”

“So, when I say yes, I say Nvidia is a buy for me.”

“And that's great for Nvidia and the whole hardware and AI stack as well, by the way.”

“At some point in this next hardware super cycle that's coming, 227 is going to be long gone for Nvidia, is my take.”

“So, Nvidia on a fair valuation could be $775.”

“The stock right now is trading for $218. I think that's a bargain. I also have exposure to Nvidia. And I keep buying more Nvidia.”

“At some point in this next hardware super cycle that's coming, 227 is going to be long gone for Nvidia is my take.”

“The stock right now is trading for $218. I think that's a bargain. I also have exposure to Nvidia. And I keep buying more Nvidia.”

“And what's been happening is valuations for a lot of artificial intelligence companies like Nvidia or even AMD have collapsed. That in my opinion is setting up for the next boom. And I think that next boom can happen whether or not we end up getting a deal with Iran.”

“this is very bullish Nvidia, by the way. Bullish Nvidia. Nvidia is dirt cheap right now. Dirt freaking cheap.”

“this is very bullish Nvidia, by the way. Bullish Nvidia. Nvidia is dirt cheap right now. Dirt freaking cheap.”

“Nvidia is probably worth three to four times this”

“I think the rise in Meta, uh, the rise in Microsoft, the NASDAQ 100, Nvidia, all this stuff is just at the beginning. Well, I shouldn't say the beginning, but it's still ahead of the big euphoria to come”

“I think the rise in Meta uh the rise in Microsoft the NASDAQ 100 Nvidia all this stuff is just at the beginning well I shouldn't say the beginning but it's still ahead of the big euphoria to come”

“I've been very, very, very bullish on Nvidia.”

“I actually think those companies will benefit from cheaper RAM uh and certainly high bandwidth memory because they'll be able to uh take more margin themselves.”

“I believe companies like AVgo, Meta, Nvidia have all been left behind with valuations of under one peg.”

“Nvidia, I'm looking at over 600 bucks for that stock when and yes, that will make it probably the first 10 trillion company.”

“We know that's going to take over the robotic stack. I have no question over this because they're already in and all over the robotic stack.”

“This is why it's crazy to me that Nvidia is as cheap as it is.”

“It's going to take a year to see the change of the AI trajectory, and I honestly think it's going to get better. So, I'm bullish on that.”

“Now, I'm still bullish on Nvidia, I still think is an over $300 stock.”

“I've got exposure to Nvidia or Marvell. I think they'll do well as well.”

“Why is Nvidia not a $300 stock? It's so ridiculous.”

“That would benefit the Nvidia, the Broadcoms, the AMDs, the Core Weaves, um Oracle, even though it's flat after earnings here, SpaceX, these guys all win in this next memorandum of understanding.”

“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.”

“Well, first of all, that is hella good for Nvidia. That is mega good for the hardware providers.”

“you could simultaneously think that hardware or stocks can do well over the next 6 to 12 months and also think that it's all going to come crashing down into a glorious bubble pop uh you know in 2 to 5 years”

“I feel I see the money getting blown on Nvidia chips by SpaceX... it feels like hardware rally 2.0 is really just upon us. It's like we're just getting started on the second rally is my take, but we'll see.”

“I don't think it's sustainable, I do think that, you know, this is going to come down pretty gloriously at some point in the future.”

“I do think that, you know, this is going to come down pretty gloriously at some point in the future.”

“Maybe not for the next decade because they have such a high bar for growth that I don't know if that's going to stay elevated at these growth levels, which really affects their valuation.”