NVDA NVIDIA Corporation Loading... : Bullish and Bearish Analyst Opinions
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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
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.
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
23:34
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
10:53
Jun 03
Jun 03
Nvidia CEO Jensen Huang leads major tech firms unveiling next-generation AI infrastructure and hardware innovations at Computex in Taiwan.
10:41
Jun 03
Jun 03
Author expresses surprise at NVDA's partnership and stake in MRVL but notes they already found MRVL compelling due to upcoming ASIC/connectivity revenue opportunities, without stating a current position.
LOW
10:41
Jun 03
Jun 03
Author notes Nvidia will need continuous buybacks to move its stock price, while quoting Jensen Huang's bullish AI ROI comments without taking a personal position.
LOW
10:01
Jun 03
Jun 03
Technical description of NVDA quantum X CPO switch architecture; no directional view or catalyst.
LOW
09:30
Jun 03
Jun 03
Nvidia CEO Jensen Huang touted "insane" returns for investors willing to bet on the AI boom in a recent statement.
08:38
Jun 03
Jun 03
Article cites GPU prices as a preferred leading indicator; NVIDIA is the dominant GPU supplier whose pricing power directly reflects compute supply/demand dynamics.
Article cites GPU prices as a preferred leading indicator; NVIDIA is the dominant GPU supplier whose pricing power directly reflects compute supply/demand dynamics.
Risk: If GPU prices weaken, it would signal easing demand or oversupply, negative for NVDA's revenue trajectory.
About NVDA Analyst Coverage
Buzzberg tracks NVDA (NVIDIA Corporation) across 166 sources. 619 bullish vs 41 bearish calls from 406 analysts. Sentiment: predominantly bullish (28%). 2058 total trade ideas tracked.