NVDABullunverifiable
Meet Kevin“This is why it's crazy to me that Nvidia is as cheap as it is.”
Thesis at the time
Strongly BullishKevin argues Nvidia is the dominant beneficiary of the AI and robotics buildout, controlling the training chips (Reuben/Vera Rubin GPUs), edge chips (Thor/Orin), networking (ConnectX/Bluefield), and software stack (CUDA, Omniverse, ROS2) across both AI and humanoid robotics. He believes Nvidia is undervalued given this near-total vertical dominance.
Key arguments
- Nvidia chips (Reuben) are used to train humanoid robots like Figure's, and its Thor/Orin chips run on-device robot inference
- Nvidia's CUDA, Omniverse, and ROS2 ecosystem gives it software lock-in across the robotics stack
- New model compression trends increase, not decrease, value of both new and older Nvidia chips
- Nvidia is a top pick in his robotics stock research with a 2x PEG-based screen
Counter-arguments acknowledged
- Overall AI bubble could pop if financing for compute deals (NScale, Anthropic) collapses
- High bandwidth memory demand from GPUs could diminish as chips become more efficient (mixed for memory-adjacent names, not Nvidia itself)
Hedges and caveats (from the video)
- Presenter acknowledges past misses in alpha report (e.g., Tuesday calls)
- Mixed sentiment on certain days due to Fed uncertainty
- Specific warning against Open Door as potential 'bag holder'
- Content includes promotional material for paid membership service
- Past performance claims ('we crushed it') do not guarantee future results
The call
- Date said
- Sep 19, 2026
- Price at prediction
- $219.34
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Strong unhedged conviction statement implying Nvidia is undervalued, though no specific price target or timeframe is given.
Source
are we f**k'd
Said on Sep 19, 2026Open on YouTube ↗