Jo Bhakdi on NVDA

“yeah, Nvidia like of course this thing is going to double too within 12 months.”

“So, you can rely on these things to go up in the midterm, even not even long term, midterm.”

“It is a pitch for the hyperscalers especially for SpaceX and for everyone who's a supplier to SpaceX which is Micron, SKHEX, Nvidia and their suppliers TSMC and so on and so forth. That is the bullish message here.”

“But my take on this stuff is AMD super bullish, Nvidia super bullish, Intel is super bullish.”

“maybe we have another dumb dumb AI bubble selloff coming and that would not be surprising at all and it would hurt Tesla. It would hurt SpaceX. It would hurt Nvidia.”

“but the net gain for the stocks at least will be absolutely massive. And if you have core AI stocks, core SI stocks like Space XSI, like Tesla, like Nvidia, like Micron, even though Micron keeps screwing me.”

“Nvidia is just in a perfect pull position to keep going towards like the march towards 300 and is very robust.”

“And there will be probably a quick recovery of Nvidia and Micron and the other guys who got hit today.”

“It opens up a pathway for Nvidia to become a thousand dollar stock. I don't have the exact model for you when this happens. But with this kind of strategy, Nvidia can go up by a lot.”

“And when you understand the intelligence equation, these systems will be much larger than the other systems. Very interesting. Extremely bullish for Nvidia.”

“Nvidia will have a problem starting 2029, 2030, 2031 with their core chip training business.”

“And testing means you will have massive compute demands probably much more than base inference to just meta test all these things all the time which is great for Nvidia but it's mostly inference.”

“The strategic macro view on this whole field is as long as we see demand outstrip supply the entire trade in AI in Nvidia in memory in the neo clouds and everything is intact and my prediction is this is not going to end, it's going to instead explode further up.”

“If you can unlock unlimited energy in space, superior cost and timelines, cost structures and timelines in space, it will be the greatest boon for Nvidia that you can even imagine.”

“By I think by 2028 it's guaranteed to happen and I think then Nvidia will drop when the market realizes there will be it will made be made illegal to do training runs.”

“This thing probably goes to 300 or 400 before.”

“I am strongly long Nvidia right now, a little leveraged.”

“I would be a little cautious on the semiconductors when this whole thing blows up.”

“I think Nvidia will be massively hit by that.”

“If I had to make a bet, Nvidia goes up at earnings. But it's a low conviction call.”

“I sold 207.5 short puts. So, as long as it stays over 207, I win.”

“Once these first transactions go through on a multi-billion dollar scale, it will be an absolute bonanza for Nvidia stock.”

“I think it's great. I think it's a much more valuedriven stock than Tesla.”

“Nvidia ridiculously cheap”

“I literally said it here. It's going to 200 in no time.”

“Nvidia should be through the roof. Nvidia should be at 210, 220.”

“Nvidia to 190 and so on. This is going to happen in absolutely no time once you we take Iran off the table”

“throughout 2027 they're seeing $1 trillion in revenue coming in”

“It will keep growing like that. That is my very clear prediction.”

“Will Nvidia keep growing at 60 70% for a very long time? Of course.”

“Nvidia is going through the roof, why $5 trillion market cap for the world's largest company. Nvidia, the central chipm machine, is not overvalued in my opinion. It's actually still cheap.”