How The Intrinsic Value Podcast’s view on $NVDA changed

2026-08-13
“Ranking Mag7 Companies and AI Stocks”
NVDA has strong near-term (1-5 year) prospects but carries excessive long-term valuation risk due to AI dependence and cyclical nature; rated as uncertain/neutral for decades-long horizons.

because we don't really know or maybe even Nvidia it's you know it's a little bit different as well.

Yeah, Microsoft to me is the one that probably Microsoft and Nvidia are the closest to being in my two hard piles.

The last two companies would be Apple and Nvidia. and then one of them is you know basically if you look at the financials and also at the stock chart this company exists for a long time but really the investment world is talking about it now for three years 3 to four years that's pretty much the time that people talk about Nvidia.