Episode Details

Nvidias stock has seen a rollercoaster ride, with a 1440% gain since 2020, but a 37% drop in 2025. Despite this, Wall Street analysts from firms like TD Cowen, Cantor Fitzgerald, and UBS have raised their price targets for the chipmaker. The demand for their Blackwell and Rubin chips is massive, with a sales pipeline worth over one trillion dollars. Skeptics worry about an AI bubble or slowdown, but experts argue the market underestimates the worlds compute power needs. Nvidias chips are sold out through 2026, with a backlog into 2027 and 2028. Analysts predict actual earnings will land higher than modeled, potentially making the current valuation a bargain. The growth story is far from over, with massive capital expenditures from cloud operators and an upcoming product cycle.

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