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What podcasters are saying about NVIDIA (NVDA)
Summary
In the past 30 days, 47 speakers on 19 finance podcasts discussed NVIDIA (NVDA) in 62 views. Going by each speaker's latest call, 30 are bullish and 13 are bearish. Chorus has followed NVIDIA since September 29, 2026: 68 views from 48 speakers on 19 shows.
Who talks about it most
- Josh Brown · 6
- Ed Elson · 4
- Stacy Rasgon · 3
- Jim Cramer · 3
- Ed Zitron · 3
- Matt Cerminaro · 3
- Steve Weiss · 2
- Stephanie Link · 2
- Jan van Eck · 2
- Steve Eisman · 2
The latest views
Newest first. Every quote is checked against the episode's transcript.
Steve Weiss · Short Hills Capital PartnersBearish
Nvidia's vendor and circular financing of AI deals is a warning sign; he sold most of his stake.
Weiss sold most of his Nvidia. He says it is not a house of cards and has a strong balance sheet, but Nvidia is financing a lot of the buildout. He sees many private deals where Nvidia is an investor, guarantor or debt holder, which he calls the height of circular and vendor financing. That raises his concern about future earnings for the capex-heavy names.
“But they're financing everything. ... To me, that is just the height of circular financing, vendor financing.”at 11:36
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Bryn Talkington · Requisite Capital ManagementBullish
Nvidia is building out an ecosystem funded by billions in quarterly profit; Jensen calls it a ten-year journey.
Talkington says Nvidia is building out an ecosystem while making billions of dollars every quarter. He cites Jensen Huang saying this is a ten-year journey. Not every company in the ecosystem will survive, but he sees Nvidia's position as strong and says the stock is near its 200-day, where he expects a bounce.
“NVIDIA is building out this ecosystem because they're making billions of dollars every quarter... Jensen has said, this is a ten year journey.”at 12:30
CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 ·
Scott Galloway · NYU Stern School of BusinessBullish
Nvidia trades at a suppressed multiple because investors fear its earnings have peaked.
Galloway argues Nvidia is trading at suppressed earnings, meaning a lower multiple, because investors are worried about where its earnings go after the peak. He uses this to contrast Anthropic's multiple with Nvidia's, implying Nvidia looks cheap relative to its earnings power. The argument is brief and not fully developed.
“Nvidia, which I would argue is trading at suppressed earnings because [of the] PE [ratio], because everyone's worried about where the e[arnings] goes.”at 20:01
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementBullish
Nvidia's forward P/E of 15 is the lowest valuation in history; it is not in a bubble.
Brown says Nvidia trades at about 15 times forward earnings, which he believes is the lowest forward valuation he has seen for the stock. He is not claiming it should trade at 30 times, but asks whether 15 is right. If the stock is at 15, any bubble would have to sit in this year's earnings, not in the valuation. He argues the market is pricing Nvidia's growth skeptically rather than in a bubble.
“NVIDIA's forward PE is 15 times earnings. This is the lowest valuation, I think, in history on a forward earnings basis, you have ever had the opportunity to buy Nvidia.”at 50:45
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Gene Munster · Deepwater Asset ManagementBullish
Amazon's AWS guidance is net positive for Nvidia despite Trainium competition.
Munster says Amazon's Trainium training chip, which may be sold to outside customers from late 2027, is a well-funded competitor and is negative for Nvidia by any measure. However, the AWS growth guidance indicates strong demand for the capacity being built, and he argues that the bigger data point from the report is positive for Nvidia overall.
“And so I think that, yes, it's negative, but I think the bigger data point tonight is positive for Nvidia.”at 22:19
CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 ·
Stacy Rasgon · Bernstein ResearchBullish
Nvidia-type AI leaders are very cheap, if the AI bullish case plays out.
Asked for relative value after the group's pullback, Rasgon says he likes the Nvidias of the world because they are very cheap. He conditions this on the AI bullishness: if the AI bull case does not work out, these companies are the ones driving the hype and would be hurt. The support is thin and the view is brief.
“We'd like, you know, the NVIDIAs of the world. They are very cheap.”at 39:44
CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 ·
Laura Martin · Needham & CompanyBullish
Nvidia is not suffering; demand for its chips far exceeds supply it can deliver.
Martin argues that AI compute demand is far larger than available supply across the industry. She says Nvidia cannot keep up with its demand, and that Amazon and Alphabet have room to sell their own custom chips because everyone wants every chip. From this she concludes Nvidia is not suffering, and that Alphabet's share drop was driven by its search revenue miss rather than any problem with chip demand.
“the answer is everybody is up against way too much demand for supply. So Nvidia can't keep up with its demand... So no. Nvidia is not suffering. It can't meet the demand it has.”at 4:14
CNBC Power Lunch: Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans ·
Rory O'Driscoll · Scale Venture PartnersBullish
Nvidia looks cheap on a forward P/E basis, so tech valuations are not a bubble.
He says stocks like Nvidia look cheap on a forward P/E basis. He notes the aggregate market's earnings have been inflated by one-off gains from private investments, so trailing multiples look high. Forward estimates give a cleaner view, and on that basis the leading AI names are not expensive. He acknowledges a long cyclical debate but argues the valuation case is favourable.
“On a current PE basis, stocks like Nvidia on a forward PE basis look cheap.”at 53:34
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Michael Landsberg · Landsberg Bennett Private Wealth ManagementBullish
NVIDIA is the engine behind AI; a long-term hold, though trimming after its big run is reasonable.
Landsberg's firm bought NVIDIA in January 2019 for gaming GPUs, not AI, and it is his firm's largest position. He sees the chips as the engine that makes everything in AI, so it is a core holding. He acknowledges the stock has been dead money for five months and that some AI names are up 500 to 700% in a year. For investors who can't stomach a 60% drawdown like 2022, taking some money off the table and reallocating is reasonable. He says the stock works best for those who can hold it for ten years.
“NVIDIA is the engine that makes everything. The chips kind of come from them, so you have to.”at 27:34
CNBC Power Lunch: Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26 ·
Josh Brown · Ritholtz Wealth ManagementBullish
Nvidia at 15.3 times forward earnings shows there is no valuation bubble.
Nvidia trades at 15.3 times forward earnings, so he calls the market an anti-bubble in valuation. Earnings expectations for tech are rising, not falling, and the setup looks better than it did a few weeks ago.
“We have an anti bubble in valuation. NVIDIA is selling at 15.3 times forward earnings.”at 10:00
CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 ·
Jenny Harrington · Gilman Hill Asset ManagementBullish
Nvidia is an opportunity after a year-to-date pause, but carries significant risk.
She bought Nvidia. Her firm's companies are putting up strong numbers and estimates are rising, yet the stock has paused this year. She sees opportunity in that gap but also significant risk. The pause suggests the market is pricing that risk, and she frames the risk as tied to the funding problems in the broader AI sector.
“I've also bought NVIDIA... Estimates are going higher... I think there's opportunity here. I think there is, but I also think it comes with a lot of risk.”at 16:30
CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 ·
Stephanie Link · Hightower AdvisorsBullish
Nvidia's balance sheet can fund its AI buildout, and demand for its chips is real.
Broadcom generates about $18B of cash a quarter. Nvidia generates about $48B a quarter. She argues Nvidia's balance sheet is strong enough to fund its own growth, unlike the neocloud players whose balance sheets are weak. She says there is real demand for its products.
“They're generating $48,000,000,000 a quarter. Their balance sheets are great. They can fund if they want to, and they obviously want to. And there's real demand there.”at 17:34
CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 ·
Ludovic Subran · AllianzNeutral
Nvidia's GPU pricing acts as the Fed of AI, and its price hikes would tighten the AI economy.
Subran calls Nvidia the Fed of the AI world. He argues that when Nvidia raises GPU prices, that is where a real tightening of the AI economy would show up. The point is a mechanism linking chip pricing to AI spending conditions, with no explicit view on the stock's direction.
“I always say NVIDIA is the Fed of the AI world. When So NVIDIA hikes prices for GPU, that will be where we'll see a real tightening of what's happening on the AI economy.”at 5:20
Bloomberg Surveillance: Bloomberg Surveillance TV: October 27th, 2026 ·
Robert Armstrong · Financial TimesBearish
Nvidia would lose massive value if the AI data-center bubble deflates, though still the world's most valuable company.
In the scenario where the AI data-center bubble deflates and hyperscalers stop financing capacity, Armstrong says the semiconductor complex, including Nvidia and Broadcom, would lose a huge amount of value. He calls that a shock, though less of one than if it hit Microsoft. He notes Nvidia is currently the most valuable company in the world, so it has the most to lose. The argument rests on the scenario, not a forecast that it will happen.
“Those things would lose a massive amount of value.”at 34:20
Prof G Markets: The $800 Billion Catch Behind Anthropic's IPO ·
Cliff Sosin · CAS Investment PartnersBearish
AI could commoditize Nvidia's chip moat, since its designs are essentially intelligence that others could replicate.
Sosin argues that AI could commoditize even Nvidia. He says Nvidia quite literally makes files that get sent to Taiwan, and those files are very hard to make. But Nvidia's value is in a large number of people thinking hard about the problem, which is intelligence, and so in theory someone else could make them. He adds that as the frontier recedes, the cost of making something falls sharply. He treats this as a general risk rather than a firm call, and he offers it as a concern about Nvidia's moat.
“Like NVIDIA quite literally makes flat files that they send to Taiwan. Their flat files are very hard to make. But what they have is a lot of people who think really hard about it. And so in theory, you could make them.”at 28:54
Invest Like The Best: Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497] ·
Larry McDonald · The Bear Traps ReportBearish
Nvidia is overcharging for chips, and older-generation chips will get cheaper, so the stock gets cut within two to three years.
He argues Nvidia is taking share from rivals and charging high prices. As newer chip generations arrive, older chips will get cheaper and that pricing will erode. He sees Nvidia as one of the mega-cap names that are over-owned through the index, and expects a cut within about two to three years.
“they're ripping off all these other guys with chips, and they're overcharging now. And, eventually, the new generations of chips, the older chips are gonna get cheaper and cheaper and cheaper. And NVIDIA is gonna get cut in the next, like, two, three years.”at 24:01
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Katie Stockton · Fairlead StrategiesBullish
NVIDIA is at support and should respond, though the setup is treacherous.
Stockton says NVIDIA and the AIQ ETF are both right on support and need to respond to short-term oversold conditions. Her view is that they will respond as they reach support, but the setup is somewhat treacherous. She treats the AI complex as the next trade, so chip-stock support matters for the broader AI trade.
“NVIDIA is right on support. ... So we do think they will as they come into the support levels, but it is somewhat treacherous.”at 5:19
CNBC Fast Money: Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26 ·
Ed Elson · Prof G MediaUncertain
Nvidia looks dislocated and sentiment will hurt it, but Elson is unsure on fundamentals
Nvidia's forward earnings multiple has been roughly halved over the past year. Its earnings have grown faster than its stock, so investors are discounting future profits for sustainability risk. Elson says the stock feels dislocated and he expects a large slowdown in the AI cycle that will keep hurting sentiment toward Nvidia. He is unsure about the fundamentals, though, and says he is stuck on the stock. The chips sitting idle and the likely smaller next GPU order are also part of his caution.
“It does feel a little bit dislocated, but I don't see how we don't see a massive slowdown in the AI cycle, and I don't see how the sentiment wouldn't continue to hurt NVIDIA.”at 1:10:23
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CitriniBullish
Still pretty bullish on Nvidia from here, though more asymmetric opportunities sit elsewhere.
Citrini's firm has shifted away from being broadly long semiconductors since the momentum drawdown began in late May or early June. He says that does not mean he is done with semis. He remains pretty bullish on Nvidia from here, and sees opportunities in AI hardware, but the more asymmetric ones are in what he calls agentic utilities. He notes that the infrastructure trade requires underwriting significant expectations. The support for the Nvidia view is thin in this passage, with no specific numbers given.
“I'm still pretty bullish on NVIDIA from here.”at 3:00
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Ted Mortonson · BairdBullish
Nvidia is among the free-cash-flow AI winners that will benefit most from the buildout.
He says the real beneficiaries of the cycle are companies with free cash flow and scale. Nvidia is named alongside Microsoft and Micron as cash generators that can keep funding the buildout. He sees these large-cap names as the clear winners, because the cycle takes an immense amount of free cash flow.
“The real beneficiaries are the companies with free cash flow. The companies like Microsoft or a Nvidia or, you know, even a Micron...”at 24:32
Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? ·
Naveen Rao · Unconventional AIBullish
Nvidia captures the lion's share of AI stack margin today, and model companies will not own it.
Rao argues that the margin in the AI stack will not accrue to model companies. He notes that this is already untrue today, because Nvidia owns the margin of the stack and takes the lion's share. He says commoditization of models and inference pushes value toward the hardware layer.
“I actually don't think the model companies will be the ones who own the margin of the whole stack. It's not even true today. Like, NVIDIA owns the margin of the stack today.”at 39:56
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Jim Cramer · CNBCBullish
Nvidia looks expensive on forward estimates but has been cheap in hindsight because earnings keep beating.
Cramer argues that Nvidia always looks expensive on forward earnings estimates, but its results so far exceed those estimates that looking backward the stock was selling at a remarkably low price. He says this has been the secret to Nvidia since 2012 and that the stock keeps doing it. The case rests on the pattern of earnings beats outrunning the forward multiple, so the stock's apparent expense is a forecasting artifact rather than a sign of overvaluation.
“NVIDIA is a really great example. Let me tell you why. Because when you look at NVIDIA on forward earnings or the estimates, it always looks expensive. And then it so far trumps those estimates that when you look backward, it turns out that the stock was selling remarkably low price”at 30:59
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/23/26 ·
Tim Seymour · Seymour Asset ManagementBullish
Adding Nvidia on this weakness looks attractive; semis have lagged badly since May.
Tim argues that semis have pulled back to roughly May levels and have substantially underperformed on a relative basis. He sees this weakness as a very interesting time to add exposure to the SMH semis ETF or to Nvidia. He also notes the group's constraint is execution on capacity, not demand, so the sell-off may offer a better entry.
“if you're adding [semis] here on some weakness, ... if you wanna add to NVIDIA, I think this is a very interesting time. ... semis are all way back to kind of May, and on a relative basis, they've really underperformed substantially.”at 3:39
CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 ·
Carter Braxton Worth · Worth Charting LLCBullish
Nvidia's three-week selloff has reached its rising 150-day moving average, a buy signal.
Worth points to a three-week selloff in Nvidia that has fallen to a rising 150-day moving average. He reads that technical support as the point to buy the stock.
“NVIDIA three week sell off to the penny to a rising hundred and fifty day moving average. Buy it.”at 47:05
CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 ·
Jim Lebenthal · Cerity PartnersBullish
NVIDIA's drop from its high is technical deleveraging, not fundamentals; it's a buying opportunity.
He is big in NVIDIA and fully invested. The stock fell from 243 to 212 in about two weeks, underperforming year to date and over the past year. He argues the semis' underperformance has nothing to do with fundamentals and is a technical reason. Over-levered players have unwound, and the positioning sell-off makes this a correction worth taking advantage of. He has been adding to Qualcomm, Oracle and Micron.
“Nobody nobody needs to convince me of the merits of NVIDIA. Yeah. I'm big in NVIDIA.”at 9:15
CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 ·
Celine Woo · Lazard Asset ManagementBullish
Nvidia is central to automation and robotics; valuation compelling after recent correction.
Following the recent correction, many AI-exposed companies look compelling on valuation. Nvidia, Lazard's top holding, sits front and centre in powering automation and robotics. Woo frames automation as the core of Lazard's investment philosophy, which drives customer productivity gains.
“given the correction we just talked about, a lot of companies are providing pretty compelling evaluation. I mean, Nvidia, which is a household name, which is our top holding name is at the center, front and center powering this automation and robotics as well.”at 19:53
Chris Harvey · CIBC Capital MarketsBearish
He prefers hyperscalers over Nvidia; the picks-and-shovels phase is over.
Asked whether he prefers hyperscalers or Nvidia, Harvey picks hyperscalers. He argues it is time to move on from picks and shovels, and that the winners will be companies that can commercialize AI better and faster and monetize it. This is a relative preference, not an outright call that Nvidia will fall.
“I'd rather be in hyperscalers. There's lot of talk about monetization, and I think those are the companies that are going to be able to monetize things better. I think it's time to move on from the picks and the shovels”at 17:02
CNBC Fast Money: Tech Tumbles In Market Sell-Off… And Moderna’s Meltdown After Data Leak 10/22/26 ·
Brian Levitt · InvescoBullish
Nvidia is quality, trading at reasonable valuations; the selloff does not mark a bubble's end.
Levitt says there are parts of AI that are quality and names the hyperscalers and Nvidia as quality businesses. He argues the investors who are concerned about the level of AI investment are not seeing a bubble or mania, because these companies trade at quite reasonable valuations. He sees a long-term growth trajectory, with headline-driven pullbacks along the way.
“There's definitely parts of AI that are quality. I would still look at the hyperscaler businesses. I would still look at a company like NVIDIA as quality.”at 7:07
CNBC Power Lunch: Tech Earnings Reaction, Q3 All-America Survey, Hormuz Chokepoint Check 10/22/26 ·
Nikesh Arora · Palo Alto NetworksBullish
Nvidia's Jensen Huang is building a vertically integrated AI stack and funding the ecosystem to keep it there.
Nikesh describes Nvidia as the modern version of the vertically integrated stack, reaching down to the silicon and up to applications. He says Huang understands that a balance will emerge between frontier models and other models. Nvidia is funding others across the ecosystem so that they do not stray from the stack he is building. Nikesh argues that with control of the full stack, a company can choose which layer to commoditise and move profit between layers. He adds that attacks on one layer can be absorbed by shifting profit to another, which gives the company powerful market leverage.
“If you look at what Jensen is doing, he's a modern day version of the vertically integrated stack... He's trying to fund everybody in the ecosystem to ensure that they don't stray from the vertical integrated stack that he's producing.”at 32:03
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Jim Cramer · CNBCBullish
Nvidia has a fantastic long-term story as AI's key chipmaker, though its stock is insanely volatile.
Cramer argues Nvidia makes the most powerful semiconductors on earth, which cutting-edge applications like artificial intelligence need, giving it a fantastic long-term story. He says he loves the stock for the long haul and recommends owning it rather than trading it outright. He notes the stock is insanely volatile, so he suggests trading around a core position. His charitable trust has used this approach with Nvidia.
“I love NVIDIA for the long haul, but it's got an insanely volatile stock.”at 32:51
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/21/26 ·
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