NVDA NVIDIA Corporation Loading... : Bullish and Bearish Analyst Opinions
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10:15
Jun 04
Jun 04
Reuters reports that Nvidia CEO Jensen Huang's Computex appearance and Anthropic's IPO filing are among the biggest stories from the ongoing AI revolution.
09:25
Jun 04
Jun 04
Author reflects on past conversations with Jensen Huang and notes Nvidia's shift from gaming to AI, framing the Faker meeting as a symbolic return to roots without taking a position.
LOW
09:24
Jun 04
Jun 04
NVIDIA is cheap on PEG
NVIDIA trades at a 25x forward PE with 70% revenue growth, giving a very low PEG ratio. The valuation is cheap relative to history and the AI growth narrative, making it a compelling buy even after the run-up.
HIGH
07:45
Jun 04
Jun 04
Nvidia CEO Jensen Huang will visit South Korea for the second time in seven months to meet executives and participate in cultural events.
07:42
Jun 04
Jun 04
Buy NVDA as a structural monopoly analogous to Standard Oil — 85%+ AI chip share, CUDA full-stack lock-in, and hyperscaler dependency (Amazon/Google reportedly pre-notify Huang before launching competing chips) create durable pricing power and ecosystem control.
MED
07:00
Jun 04
Jun 04
India data center boom drives NVIDIA demand
The speaker's company, Hiranandani Group, has committed to significant spending on NVIDIA for its data center buildout, implying strong demand for NVIDIA's AI chips from India's data center boom, which is expected to reach $100 billion by 2030.
LOW
04:20
Jun 04
Jun 04
Sivers is identified as a visible laser chokepoint in NVDA's CPO ecosystem and merchant/ASIC supply chains, but the author frames this as a supply-chain fact, not a current position.
LOW
03:56
Jun 04
Jun 04
Watch these tickers as referenced in a research report promotion; no explicit position or ownership disclosed by the author.
MED
03:56
Jun 04
Jun 04
Watch these tickers as referenced in a research report promotion; no explicit position or ownership disclosed by the author.
MED
00:13
Jun 04
Jun 04
The tweet is a factual historical performance ranking of assets since August 2017 with no forward-looking opinion or trade idea.
00:04
Jun 04
Jun 04
Hold Nvidia through near-term weakness.
Nvidia will face near-term selling pressure as investors sell to fund IPOs and secondaries, but the long-term AI story remains intact. Cramer remains a believer and will continue to own the stock through the turbulence.
MED
23:56
Jun 03
Jun 03
Author summarizes Broadcom earnings transcript notes highlighting strong AI networking demand and multi-year visibility through 2028, but provides no personal position or forward call.
LOW
23:54
Jun 03
Jun 03
Watch NVDA as the author flags structural headwinds from custom XPU adoption; negative read-through on merchant GPU market share but no explicit short bet.
MED
23:38
Jun 03
Jun 03
NVIDIA faces selling pressure from private deals.
Jim Cramer warns that NVIDIA will face selling pressure as investors raise funds to participate in private market deals such as the upcoming SpaceX IPO, making it a 'piggy bank' and a source of capital, leading to near-term weakness despite his long-term bullishness on AI and the company.
HIGH
23:34
Jun 03
Jun 03
Author would buy more NVDA only if SMH pulls back to the 10D EMA; this is a conditional add setup, not a current new long entry.
MED
21:21
Jun 03
Jun 03
The author compares AVGO's AI revenue growth and market cap to NVDA's networking business, questioning valuation without taking a personal position.
LOW
20:30
Jun 03
Jun 03
Author highlights a new robotics ETF listing and names indirect beneficiaries as potential trend candidates but uses hedged language like "maybe" and "could" rather than stating a personal position.
LOW
20:11
Jun 03
Jun 03
Buy NVDA as its forward P/E of 17x is attractively low relative to expected earnings growth, with market cap being the only headwind.
MED
19:45
Jun 03
Jun 03
Nvidia's announcement with Microsoft has reignited discussion about the future of the personal computer according to a news report.
18:59
Jun 03
Jun 03
Author discloses current basket holdings in connectivity/AI infrastructure names; bottleneck shifting from memory to connectivity is the structural driver, with potential to reweight further into this theme.
MED
18:16
Jun 03
Jun 03
Author loaded BRUN at $34.50 citing a massive non-cancelable contract with Thinking Machines Lab, FCF positivity, and 1,233% ARR expansion to $400M+ by FY26.
LOW
17:57
Jun 03
Jun 03
Michael Burry has stated that three customers account for more than 60% of Nvidia's entire accounts receivable.
16:04
Jun 03
Jun 03
A news article questions what Nvidia can do to regain investor excitement amid recent market performance concerns.
15:21
Jun 03
Jun 03
Long NVDA given comparable growth rates (~45% vs 43%) but a 2x valuation discount on 2028 earnings, with lower downside risk if AI capex slows.
HIGH
13:00
Jun 03
Jun 03
Nvidia benefits from AI capex surge
Alphabet's massive $80B equity offering and $180-190B capex plans indicate enormous demand for AI hardware. Nvidia is the primary supplier of AI chips, and this capex surge will drive Nvidia's revenue and earnings higher. The fundamentals are driving the AI trade, and Nvidia remains the best way to play it.
HIGH
12:54
Jun 03
Jun 03
The author argues that GPU demand has consistently outstripped supply and infrastructure buildout has been too slow, preventing a near-term bubble pop.
12:04
Jun 03
Jun 03
Premarket movers report shows mixed performance across Magnificent Seven stocks, with notable moves in Cognyte Software slumping 21%, GameStop rising 13%, and Marvell Technology gaining 10% after Nvidia CEO's trillion-dollar valuation prediction.
12:03
Jun 03
Jun 03
The author warns that Jensen's benevolence today could be reversed tomorrow, expressing caution rather than a directional position on NVDA and MRVL.
LOW
11:50
Jun 03
Jun 03
Watch NVDA as a customer evaluating XFAB’s pre-commercial SiPH foundry; beneficiary map, not an author-owned call.
MED
11:45
Jun 03
Jun 03
Watch NVDA as a GPU supplier to Google Cloud compute, though the analyst notes Google's stated thesis is to replace Nvidia with proprietary TPUs over time, implying a potentially declining share.
MED
About NVDA Analyst Coverage
Buzzberg tracks NVDA (NVIDIA Corporation) across 166 sources. 622 bullish vs 41 bearish calls from 407 analysts. Sentiment: predominantly bullish (28%). 2064 total trade ideas tracked.