Author argues Nvidia lacks sustainable growth beyond 2026-2027, so a $10 trillion valuation is unrealistic and avoids a long-term position.
NVDA — AVOID The author argues Nvidia cannot predict revenues beyond 2026 and doubts sustainable revenue and profit growth beyond 2026-2027, making a $10 trillion valuation unrealistic. Therefore they would not hold Nvidia long term and would only trade it occasionally for quick profits with a very small position. The stated uncertainty is AI chip demand after 2026.
I do not think Nvidia can do that beyond 2026-2027 so all this valuation of 10 trillion is too realistic for me to be on the long term wagon for Nvidia