NVDA is potentially bubbly in the short term, but the long-term (10-year) thesis holds as key AI foundations support its revenue.
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“My FINAL Warning: Prepare for the Fed Tomorrow.”
Meet KevinPublished Aug 27 · 2 passages
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Now, does that change the fact that I think it's, you know, potentially bubbly? No. You know, and this is, I think, sometimes what people forget. Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough.
Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough. my thesis is that the long-term like the the 10-year horizon for uh the foundations that Nvidia is building its revenue on top of, which is really like this triangle of open AI and uh anthropic, you know, they really hold up the whole foundations of this sort of triangle. angle of Nvidia spend.
What this channel has said about $NVDA
Meet Kevin has 18 calls on this stock; only the adjacent ones are shown.
2026-08-27Bullish
Today is going to be very interesting because we're going to get to see how the market reacts to the delicious beat and raise that we got out of Nvidia, which is not horribly surprising given the massive sucketing of money that was raised.
Quote at 00:48 ›Direction flip
2026-08-27This one
Now, does that change the fact that I think it's, you know, potentially bubbly? No. You know, and this is, I think, sometimes what people forget. Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough.
2026-08-27
Is it a coincidence that when Google and SpaceX announced they raised $ 160 billion, more than that, it's like 186, right? But over $160 billion that all of a sudden Nvidia announces five minutes into well the earnings call started you know a little bit after two. But is it a coincidence that they announced an increase of their projected growth for next year from 48% growth to 70% growth coincidentally equaling a $160 billion increase in backlog.
Quote at 01:20 ›