NVDABullpending
Meet KevinTarget Price
$600
“Nvidia, I'm looking at over 600 bucks for that stock when and yes, that will make it probably the first 10 trillion company.”
Thesis at the time
BullishKevin views Nvidia as undervalued relative to AMD on a PEG basis and highlights its growing CPU business as an underappreciated growth driver on top of its dominant GPU franchise. He believes the stock could push toward $600 and become the first $10 trillion company.
Key arguments
- Nvidia projecting $20 billion of CPU demand in 2026 alone, rivaling a large chunk of AMD's gross profit
- Nvidia trades at a much cheaper PEG ratio (~0.7-1) than AMD (~1.5-1.6)
- Nvidia has $334 billion in supply commitments versus AMD's $30 billion
- Nvidia's cash flow ($70B in six months) dwarfs AMD's ($4B)
Counter-arguments acknowledged
- Nvidia's CPU business is starting from zero and comparisons involve near-infinite growth rates
Hedges and caveats (from the video)
- Market can move fast and unpredictably
- Past performance mentioned (AMD call at $452, META bounce off $544 line) does not guarantee future results
- Analysis based on app store rankings and advertising trends which may be temporary
- Incomplete transcript limits full assessment of risk disclosures
The call
- Date said
- Sep 22, 2026
- Price at prediction
- $222.27
- Current price (live)
- $228.87$371.13 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price target stated directly, though softened by 'probably' regarding the $10 trillion valuation claim.
Source
HOLY BALLS
Said on Sep 22, 2026Open on YouTube ↗