NVDA is undervalued; historical low valuation, order backlog, and growth outlook beyond 2027 support this view.
BullishHe framed it in years
“NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility”
Schwab NetworkPublished Sep 29 · 3 passages
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The first area is artificial intelligence and semiconductor infrastructure, companies such as Nvidia, Broadcom, AMD, and Arista Networks.
So, are you looking at Nvidia, or AMD? Are these names of interest to you when we look at the very top of the semiconductor industry? But no one will repurchase $150 billion worth of shares like Nvidia, and no one has given us 12-month forecasts like Nvidia has.
So, we know they have a backlog of completed orders, and we expect this growth to continue beyond 2027.
Is the stock undervalued today? It's the cheapest ever in history. So yes, it is undervalued, but the market is afraid of big numbers.
What this channel has said about $NVDA
Schwab Network has 19 calls on this stock; only the adjacent ones are shown.
2026-09-30Bullish
take us through Nvidia and how you're looking at Nvidia right now. Uh, you know, it's just hard not to absolutely love Nvidia, you know, because of Jensen Wang. I mean, you know, I know I've been I'm I'm like the open-source AI guy. I talk about it pretty much every week. I mean, we see what you know, Daario and Sam Alman, Open AI and Anthropic have been doing. And, you know, Nvidia is taking that different approach. Now obviously Nvidia and Open AI or I'm sorry open AI and anthropic need uh Nvidia but you know Nvidia is just like hey we just want to power it and and it just reminds me what's so exciting about it is you know I lived through the PC era my first business was actually building PCs I know that might sound weird in these days but we used to bolt them together custom order and everything and you know whether it be DOSs and you know DOSs was Microsoft DOSs was like this way that made the computer accessible to everyone. Then of course, Windows, you know, Windows 3.11 particularly, you know, it took off. Windows 95, so on. And all of these hardware providers, they were like, "Hey, we don't care what operating system you run. Just buy our hardware and we know that that is Nvidia." And I just love the way that Jensen Wang is approaching it is just saying, "Hey, we're going to support everything. We're going to power this move."
Quote at 03:43 ›2026-09-29BullishThis one
The first area is artificial intelligence and semiconductor infrastructure, companies such as Nvidia, Broadcom, AMD, and Arista Networks.
2026-09-28Bullish
Nvidia announces the largest share buyback in US history . The multi- trillion-dollar giant announced its agreement to repurchase $150 billion worth of shares. This brings the total value of authorized buybacks to $235 billion, and the company's shares are seeing a significant rise on the back of this news, even amid a weak market.
Quote at 00:03 ›