$NVDA

NVDA is undervalued relative to its true worth due to bubble fears; as the AI hardware leader, it has long-term upside though subject to cyclical volatility.

Bullish
“NVDA "Underpriced?" Invest Diva's Bull Take in AI Acceleration, Fed's Impact”
Schwab NetworkPublished Oct 5 · 11 passages

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11 passages
0:016:48

Okay, it's time to delve deeper into Nvidia. The entire technology sector is focused on Nvidia, which is hitting record highs today. So, let's talk about Nvidia. We will go into some details, but it is driving everything at the moment.

It is present in all indicators. Sometimes people don't realize the size of their investment in Nvidia.

Nvidia is great because I've been investing in it since 2015, before it moved towards artificial intelligence. Nvidia was in the right place at the right time when hardware became one of the most important key components of artificial intelligence.

Thus, it became the leading company. It is still the leader, but it seems to me that most people consider Nvidia news to be just old news. They say, "Let's move on to talking about something else that's more exciting."

Nvidia is present in every index, and that's good, and I think there's a good reason for that. I don't think it's safe to overinvest in it because I do n't think it's going anywhere.

And you still believe, despite the great highs and record levels it has reached, that there is an opportunity in the long term , don't you? You recommend buying it.

The best hardware for that local artificial intelligence is led by Nvidia. So, unless everyone collectively decides to stop using artificial intelligence tomorrow, I don't think Nvidia will back down.

In fact, I think its market value is less than its true value because everyone is afraid of the hype and the bubble, which prevents them from pushing it to higher levels.

So, can Nvidia's path as a leading company continue to expand? I think it will continue to expand. And while Nvidia is the leader, yes, it has its competitors.

When I think of Nvidia here at the 237 level and these new record levels, you mentioned Apple, which is a competitor, as well as AMD and Intel. Hmm, what do you think of this scenario where they might be trying to gain some share from Nvidia?

For example, Nvidia is the best in terms of quality. It is the leader in terms of status.

People are asking, "Oh, what's next for Nvidia ? What's next for Nvidia?" I tell them, it's still Nvidia. It's still Nvidia.

To achieve this, you will need devices from companies such as Nvidia, AMD, and Intel.

I now know that Nvidia's stock has climbed to record levels, surpassing its all-time high. it is supply and demand that will ultimately drive the stock price of a company like Nvidia in the long run.

Now, I'm not saying that Nvidia's price can't go down. In fact, because of the cycle, the price will likely push up to 50 and then drop again, and that would be a great entry point again.

What this channel has said about $NVDA

Schwab Network has 26 calls on this stock; only the adjacent ones are shown.

2026-10-06Bullish
Well, Nvidia is about to achieve another milestone; it seems like one achievement after another.
Quote at 00:06 ›
2026-10-05BullishThis one
Okay, it's time to delve deeper into Nvidia. The entire technology sector is focused on Nvidia, which is hitting record highs today.
2026-10-05Bullish
as we look at this [0:18] additional [0:19] $150 billion authorization [0:20] for [0:21] buybacks, that brings [0:24] our total remaining authorization to $235 [0:25] billion. What does that [0:26] tell you about how [0:28] confident Jensen Huang is in [0:31] Nvidia's cash generation future?
Quote at 00:16 ›
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