Opinions Kim Bolton
NVIDIA CorporationNVDAPAST TOP PICKJan 29, 2025
Kim BoltonStock price when the opinion was issued
As of Oct 26, 2026. Market Open.
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Probably the most solid of the semis. In consolidation range since end of April. Trading above rising 200-day MA. He's concerned about the sector; SOXX has broken down fairly badly today (only ~24% of companies are on favourable technical footing).
Best chart and fundamental picture. Quality name. That said, if it breaks the 200-day MA then he's gone. Hanging in pretty well, hold for now.
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Premium contentIn the last quarter, the company reported 2.22 USD per share, beating the 2.09 USD estimate by 6.22%. Revenue for the same period reached 96.22 B USD, despite the estimate of 92.27 B USD. For the next quarter, analysts expect 2.47 USD in earnings per share and 108.80 B USD in revenue. Social media mentions are up 1,046% in the past 24h.
Circular financing is definitely the biggest pushback in the AI trade. That's why it and AVGO are raising money to buy chips for Anthropic. Huge need for this technology for the industry to grow, but cashflow and payback aren't yet high enough.
In middle innings of the AI buildout, and NVDA will participate. Guiding to 70% revenue growth next year (and that's not just circular financing). One of his largest holdings.
Jamie Murray Buying this name is like buying GM in 1920. Largest company in the world. Dominating the AI trend with chips that perform the best, everyone else is trying to catch up. Between 20-30x PE, growing 70%. Revenue forecast of 73% this year.
Sees no slowing till AI peak, which is probably 7-10 years away. Everyone should own this. Yield is 0.42%.
Bruce Murray
Premium contentTrading at its lowest PE valuation in a decade, we again reiterate NVDA as a TOP PICK. The company continues to aggressively buy back shares and cash reserves are growing -- albeit with higher debt. Revenues and net income are projected to grow 90% this fiscal year. We continue to recommend a stop at $200, looking to achieve $294 -- upside potential of 28%. Yield 0.2%
(Analysts’ price target is $333.47)
She trusts him. Until NVDA breaches $230-236, it will rangebound from $210-230. But once it breaks that, the stock will go meaningfully higher. Until then, sell calls.
Bryn TalkingtonThinks we're now in the later innings of the GPU cycle. Bifurcation between open- and closed-source models. Over time, NVDA will be the leader for open source. But Anthropic, OpenAI, and others like them will move ahead in closed-source. Over time, what part of the market will NVDA capture? Valuation's not expensive.
After owning for 5 years, she sold.
Exploding growth, visibly growing 48% compounded annually from 2026-2030. Trading 14x PE for 2028. Just beat and raised. Moat. Exceptional margins of 75%. Concerns on circular financing. 5 customers control 70% annual recurring revenue. Competition is trying to break in. Cyclical.
People aren't crediting it with enough value. Still a Buy. Still going to go up a lot. Yield is 0.45%.
Greg NewmanCritics say Nvida is making investments to keep all their balls in the air -- making money by paying their customers, which is called circular financing. It's considered a sign of danger, because we saw this happen leading up to the Dotcom collapse. He strongly disagrees. NVDA's CEO knows that the companies that are using his chips are starting to make a ton of money, so why not back them up? The Dell CEO confirmed that to him.
We saw NVDA jump yesterday after another quarter of blowout earnings. They surprised on both the top and bottom line. EPS growth rate of 111% versus this time last year! Sales growth of 106%. Question is whether that's going to be sustainable long-term?
Not that it won't continue to be innovative and profitable, but some of these tech giants in the AI space have analyst expectations set very high.
Is probably trading at 15x forward PE as shares keep getting cheaper and cheaper. He doesn't see the party ending soon. Happy to stick with it.
Kevin SimpsonPremium contentNvidia demonstrated that the race for AI infrastructure continues to accelerate, posting record figures. It reached $96.2 billion, representing a massive year-over-year increase of 106%. This remains the company's primary growth driver, contributing $89 billion (92.7% of total sales) thanks to strong demand for servers and complex AI chip architectures. Social media mentions are up 230% in the past 24h.
(Stock split June 10, 2024) Still in the top 10 in his fund. Imagines that the Blackwell chips may take a bit of a back seat to the Hopper chips. His 12-month target is $175. Some Wall Street analysts have brought their targets down, but none are below $155, so still a very decent runway.
Still has a monopoly on the accelerator chips. Still a must-have in a portfolio. Companies involved in the large-language models, like META and GOOG, will continue to buy the Blackwell chips.