Company · NVDA · AI
Nvidia: what the voices are saying
Chipmaker whose GPUs are widely used for AI training and computing.
Where the voices stand
BullishLatest views: 4 bullish, 0 neutral, 0 bearish. Counted only where Nvidia was the subject of the claim.
The read
Voices see Nvidia's AI demand as intact, though doubts about spending payback and longer-term rivals persist.
Jordi Visser argued the recent AI selloff reflects hedge-fund leverage and crowded trades, not collapsing demand, and cited Nvidia guidance he said implied 70% revenue growth next year.[1] Visser also named Vera Rubin as a place to invest within agentic compute over the next 12 months, expecting AI agent swarms to lift GPU and compute demand.[1] Raoul Pal described an AI compute build-out into 2030 that may see pauses and scares but no regime-defining break, and said tech has been one of few assets to beat debasement.[2] On Scott Melker's show, Brent Donnelly said the market is shifting from believing AI spending will pay back to doubting it, while Dave expected the chip selloff might pause or reverse.[3] On All-In, Martin Shkreli said photonic systems could eventually outperform Nvidia's GPU approach and that today's accelerators will be obsolete in about 20 years, though he is currently long semiconductor-related investments.[4]
Where they disagree
Jordi Visser saw underlying AI demand as still accelerating, while Brent Donnelly on Scott Melker's show argued markets are starting to doubt that AI spending will pay back.[1][3]
Sources (4)
- Jordi Visser: The AI Bubble Didn’t Pop. Hedge Fund Leverage Did. (Oct 18, 2026) · watch
- Raoul Pal: Raoul Pal: Four Frameworks, One Code (Oct 25, 2026) · watch
- Scott Melker: Bitcoin Fell Just 2% As AI Stocks Lost $1 TRILLION - What's Holding It Up? | Brent Donnelly (Oct 19, 2026) · watch
- All-In Podcast: Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him (Oct 12, 2026) · watch
Each voice's latest take
| Voice | Stance | What they said | When |
|---|---|---|---|
| Raoul Pal | Very bullish | The compute cycle build-out into 2030 should have pauses, rotations and scares but no regime-defining break in the underlying engine. | 4 days ago |
| All-In Podcast | Bullish | Strategic vertical integration can preserve intellectual property and capture profits across a technology stack, while commodity components are better sourced externally. | 7 days ago |
| Scott Melker | Bullish | The AI selloff in chip and infrastructure stocks may pause or reverse after the weekend scare, as doom calls often fail and shorts get caught. | 9 days ago |
| Jordi Visser | Very bullish | Visser says Nvidia's guidance indicated 70% revenue growth for the next year, which he regards as evidence that AI business demand remains strong. | 10 days ago |
Calls about Nvidia
- The compute cycle build-out into 2030 should have pauses, rotations and scares but no regime-defining break in the underlying engine.
- The AI selloff in chip and infrastructure stocks may pause or reverse after the weekend scare, as doom calls often fail and shorts get caught.
“I would not be remotely surprised to see the carnage in the AI sector, AI infrastructure sector uh pause if not reverse for a bit.”
- Visser says Nvidia's guidance indicated 70% revenue growth for the next year, which he regards as evidence that AI business demand remains strong.
“Nvidia just guided for 70% revenue growth.”
- Shkreli expects today’s Nvidia accelerators to be obsolete in about 20 years as better computing methods emerge.
“in 20 years these H100s are in the scrap heap”
Every mention
- The compute cycle build-out into 2030 should have pauses, rotations and scares but no regime-defining break in the underlying engine.
- Strategic vertical integration can preserve intellectual property and capture profits across a technology stack, while commodity components are better sourced externally.
“that vertical integration in areas which are of incredible important advantage”
- The AI selloff in chip and infrastructure stocks may pause or reverse after the weekend scare, as doom calls often fail and shorts get caught.
“I would not be remotely surprised to see the carnage in the AI sector, AI infrastructure sector uh pause if not reverse for a bit.”
- Visser says the AI selloff reflects leverage and crowded trades rather than a collapse in underlying AI demand.
“This is deleveraging, guys”
- Visser argues that AI agent swarms will drive a step-up in demand for GPUs and compute.
“We are at a step-up function in demand right now”
- Visser says AI agents and Vera Rubin are the places to invest within agentic compute over the next 12 months.
“AI agents and Vera Rubin are the place you want to be investing in”
- Visser says Nvidia's guidance indicated 70% revenue growth for the next year, which he regards as evidence that AI business demand remains strong.
“Nvidia just guided for 70% revenue growth.”
- Franklin values coins using discounted cash flows, revenues and earnings multiples plus tokenomics, similar to models for Nvidia or Apple.
“the model looks exactly like the model we'd be building for Nvidia or exactly like the model we'd be building for Apple”
- Photonic matrix-multiplication systems could eventually outperform Nvidia’s GPU approach, though Shkreli says important technical challenges remain.
“matmul's in light are free.”
- Shkreli expects today’s Nvidia accelerators to be obsolete in about 20 years as better computing methods emerge.
“in 20 years these H100s are in the scrap heap”
- He says much more efficient transformers would be negative for Nvidia, although he is currently long semiconductor-related investments.
“If there's a thousand times more efficient transformer, that's bad for Nvidia.”
Frequently asked questions
Are investors bullish or bearish on Nvidia?
On balance the voices Read on Risk follows are bullish on Nvidia: of their latest views, 4 bullish, 0 neutral and 0 bearish (as of Oct 29, 2026).
What does Raoul Pal think about Nvidia?
The compute cycle build-out into 2030 should have pauses, rotations and scares but no regime-defining break in the underlying engine. (Very bullish, Oct 25, 2026.)
What does All-In Podcast think about Nvidia?
Strategic vertical integration can preserve intellectual property and capture profits across a technology stack, while commodity components are better sourced externally. (Bullish, Oct 21, 2026.)
What does Scott Melker think about Nvidia?
The AI selloff in chip and infrastructure stocks may pause or reverse after the weekend scare, as doom calls often fail and shorts get caught. (Bullish, Oct 19, 2026.)
What does Jordi Visser think about Nvidia?
Visser says Nvidia's guidance indicated 70% revenue growth for the next year, which he regards as evidence that AI business demand remains strong. (Very bullish, Oct 18, 2026.)
What is Nvidia?
Chipmaker whose GPUs are widely used for AI training and computing.
Often discussed alongside
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