NVDA leads AI execution with strong growth metrics; speaker holds long-term and plans no near-term sale.
Bullish
“Bodner: Expect "Choppy" September, NVDA Set Stage for End of 2026 Rally”
Schwab NetworkPublished Aug 31 · 2 passages
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Nvidia's blowout numbers guiding double the revenue that analysts expected, 70% revenue growth and just off the chart sales and earnings growth. And he's talking a 20-year pipeline.
I think obviously Nvidia is the leader of AI unquestionably. You know, the news stories are circulating around Elon Musk and OpenAI and obviously essential companies, but the company that continues to execute is obviously Nvidia.
I personally have held it for a long time. I don't plan on selling it anytime soon.
What this channel has said about $NVDA
Schwab Network has 8 calls on this stock; only the adjacent ones are shown.
2026-09-03Bullish
Nvidia announced this morning that it is acquiring "Hugging Face" for more than $12.9 billion. CEO Jensen Huang posted a blog post announcing the deal, saying: "Together we will expand the Haggingface platform, strengthen its infrastructure, and broaden access to AI for developers and enterprises worldwide." It is Nvidia's second-largest acquisition in history after paying around $20 billion for assets from chipmaker Grok last year. This is important for Nvidia and expands its reach beyond chips and computing systems. We are seeing little change at Nvidia right now as a reaction, but the stock rose yesterday after a Bloomberg report that this is coming.
Quote at 08:56 ›2026-08-31BullishThis one
Nvidia's blowout numbers guiding double the revenue that analysts expected, 70% revenue growth and just off the chart sales and earnings growth. And he's talking a 20-year pipeline.