NVDA is a bull thesis based on robotics and autonomy bets; considered cheap despite hitting all-time highs above 227.
Bullish
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Meet KevinPublished Oct 2 · 2 passages
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There are some very cheap companies out there right now, including Nvidia, by the way. So, I was very, very, very optimistic about Nvidia. I think it's a bet on robots. I think it's a bet on vehicle autonomy.
There are many other vertical areas besides cutting-edge chips, although they are currently the highest-margin.
They make me excited. They are also very cheap. I mean, they're at their all-time high today, and they've finally broken the 227 barrier.
What this channel has said about $NVDA
Meet Kevin has 27 calls on this stock; only the adjacent ones are shown.
2026-10-02Bullish
I was expecting Nvidia stock to break above the 227 level. It has finally reached its all-time high , just a little higher , but I still think there are a lot of opportunities in Nvidia.
Quote at 08:13 ›2026-10-02BullishThis one
There are some very cheap companies out there right now, including Nvidia, by the way. So, I was very, very, very optimistic about Nvidia. I think it's a bet on robots. I think it's a bet on vehicle autonomy. There are many other vertical areas besides cutting-edge chips, although they are currently the highest-margin.
2026-09-29Bullish
I like Nvidia and I have exposure to these. So, I just want to be clear about that.
Quote at 10:36 ›