Speaker holds a positive view on NVDA, citing personal exposure and classifying it as a quality asset.
Bullish
“buy this.”
Meet KevinPublished Sep 29 · 2 passages
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I like Nvidia and I have exposure to these. So, I just want to be clear about that.
Broadcom, Marll, Nvidia, those are still quality and even Photonic beneficiaries.
What this channel has said about $NVDA
Meet Kevin has 25 calls on this stock; only the adjacent ones are shown.
2026-09-29BullishThis one
I like Nvidia and I have exposure to these. So, I just want to be clear about that.
2026-09-21Bullish
For example, our latest Robin chip has ten times the bandwidth capabilities compared to the H100 chip that Nvidia used.
Quote at 05:29 ›