NVDA — All updates

Older than 2026-07-31Back to latest

NVDA — 2 entries on this page, 0 of them a change of direction.

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The Intrinsic Value PodcastPublished 2026-08-13
“Ranking Mag7 Companies and AI Stocks”
$NVDANo side taken
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.

Rich HabitsPublished 2026-07-31
“Situational Awareness' Collapse, Big Tech Earnings & The Fed”Wall Street favorites.com / 'We both'
$NVDANo side taken
NVDA is viewed as cheap with significant upside potential ($318 target), but faces risk of a pullback.

Every single one of those import numbers in the GDP report, semiconductors, telecom equipment, industrial machinery, traces back to the AI buildout that Nvidia is the backbone of.

If you look at Nvidia on Wall Street favorites.com right now, you'll see that despite the recent price action and volatility with GDP, the price target is still at $318, representing over a 60% upside from here.

We both think that Nvidia is cheap, Amazon is cheap.

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