NVDABullpending
Randy KirkTarget Price
$236.54
“I can't imagine that it doesn't pass its all-time high by the end of the week or something like that.”
Thesis at the time
Strongly BullishThe host argues Nvidia's guidance beat (70% growth vs. the expected 45-50%) is a massive positive catalyst that the market hasn't fully priced in yet, calling the broader tech sector undervalued as a result. He expects the stock to reclaim its all-time high almost immediately.
Key arguments
- Nvidia guided to 70% growth versus consensus expectations of 45-50%, and said it could do 100% if not supply constrained
- Stock reaction (up modestly) doesn't reflect the scale of the guidance beat, implying the whole tech sector is undervalued
- Nvidia is described as the bellwether of the AI pack, lifting other tech names alongside it
Hedges and caveats (from the video)
- Hosts acknowledge they haven't personally used Grok Bot yet, only observed others using it
- OpenAI cannot be shorted as it is not publicly traded
- Nvidia stock performance described as not rising as much as expected despite strong guidance
- Infrastructure and compute capacity concerns mentioned as potential constraints
- Speculation about future pricing and feature rollout across subscription tiers
The call
- Date said
- Aug 27, 2026
- Timeframe
- by the end of the week
- Current price (live)
- $228.87$7.67 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Speaker expresses near-certainty ('I can't imagine that it doesn't') with a concrete near-term timeframe, though softened slightly by the hedge 'or something like that'.
Source
Grok Bot's Macintosh Moment Bigger Deal than Nvidia
Said on Aug 27, 2026Open on YouTube ↗