Author argues NVDA will not reach a $10 trillion market cap in 2026 because the $500B Blackwell order is already priced in and the stock only briefly hit $5T.
NVDA — AVOID The author argues Nvidia will not hit a $10 trillion market cap in 2026 because the $500 billion Blackwell order secured in October is already priced in, and the stock only hit $5 trillion temporarily before retreating. This supports avoiding or fading the $10T upside scenario. He mentions options exposure but does not specify a directional option trade.
In end October when they announced the $500b secured for the Blackwells over the next 5 quarters. Do you understand even with that, it only hit 5T temporarily before going down again..
This Reddit post, published January 01, 2026, features u/AngryGranny1992 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/AngryGranny1992 · Tickers: NVDA