$NVDA · Meet Kevin · 2026-10-27

Nvidia CEO Jensen Huang has publicly stated what was considered a secret . In this video, we will review several different segments in which Jensen tells us frankly about what is different now than it was before.

one of the reasons we've been so optimistic over the past six months, whether it's buying the dip at 700 on the QS index, or getting excited about companies like AMD, Nvidia, or even SpaceX or Tesla, is n't it?

These are all things we were excited about and bought.

Then you have AMD, then you have Nvidia, right? These are the builders. So, these are the chip manufacturers.

where people were predicting at the beginning of the year that Nvidia's earnings would follow this gray line, and you can see the 2026 earnings at $2.53. It is currently at a level of $3.83.

these AI stocks have gotten very cheap and we're settling around the 700 mark, right where my mouse cursor is. Do you mean that? Look, just look at the graph. How many times have we bounced off the 700 level?

Over and over and over again . If we get a deal with Iran, I do n't think we'll ever see the 700 level again . But even apart from the Iran deal , I'm very excited because now is a great time to get exposed to stocks.

But let's focus on Jensen for a moment. Let's get back to the topic of this order log. And I specifically want to move to Vera Rubin’s future vision, because Vera Rubin is turning to ultra demands.

And listen to what Jensen has to say about it. Let me give you an example. Let 's conduct a thought experiment now. If you had to hand someone a check for $100 billion to place an order now for a future generation.

Okay . If you want to reserve your spot for "Vera Rubin Ultra", now is the time to apply. wow. Without even seeing him. Okay . correct. But they have confidence. So, let's say you have to invest $100 billion in someone.

Okay. First, how do you know it will be good? correct. But because Nvidia makes it, you know it will be better than Vera Rubin, right? And Vera Rubin is wonderful, is n't she? The reason everyone trusted Vera Rubin was that Grace Blackwell was brilliant.

Okay . Thus, he is building the foundation for Nvidia's promotion around how their reputation led them to this .

Let's evaluate Nvidia. This is the last thing I wanted to do here.

So, let's take Nvidia. Nvidia. What we will do is I will draw this because sometimes it is not entirely clear how these numbers appear. I like to use price-to-earnings growth multiples .

You should know this by now. I don't think a company should be valued solely on the price-to-earnings ratio, because by doing so you are ignoring the company's growth prospects.

Comparing growth projections helps us to see, wait, how does this company compare to another company?

Or a company like Nvidia or AMD will grow by 55% annually. Nvidia may grow by 30 and a fraction percent annually. It all depends on the data. Let's take a look at this. Good. For Nvidia, I have growth projections for... 27 at 69.51%, then 34.82%, then 18.32%, then 15.13%, divided by 4, I have 34.4%.

Growth: Well, we'll say growth is 34.43% over four years . Okay, let's keep this simple and clear. The stock is currently trading at $218. I think this is a winning deal. I also have exposure to Nvidia and I continue to buy more of them.

The price- to-earnings ratio for January 27 is 23.37,

Now, we can extract what is called the "PEG" ratio. All we will do is divide the price-to-earnings ratio by the growth rate. So, 23.27 divided by 34.43. This gives us 0.675 for Nvidia, and frankly it should be around 2.4.

So Nvidia is worth half the price of AMD at the moment. This is crazy in terms of rating. Good. Both should most likely be at a ratio of 2.4. At a PEG ratio of 2.4 divided by 0.675, the Nvidia value is likely to be... let's see, let's calculate that.

I will choose a different color here. $775. Therefore, Nvidia could be worth as much as $ 775 according to a fair assessment . At some point in the upcoming supercomputer cycle, I think the 227 price will be a thing of the past for Nvidia.

I know this sounds crazy because it will become a company worth over 10 trillion. But it is not unreasonable given this shift, which has begun to gain strong momentum in the past six months .

I truly believe it's just the beginning. I agree that it is still in its early stages. I may be wrong.

Good. Here, this means doubling the value for Nvidia or AMD . So, without needing to do the calculations, that would put us at around 1080. Let's write that down. Around 1080. So, you definitely have more room to grow here.