AI · last 30 days

Nvidia: what the voices are saying

2 voices mentioned Nvidia 8 times in the last 30 days. On balance they are bullish: 2 bullish, 0 bearish. Last mentioned 3 days ago.

Each voice's latest take

Voice	Stance	What they said	When
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.	3 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.	7 days ago

Every mention

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”
BullishArvind Krishna, All-In Podcast, Oct 21, 2026Episode summary Watch at 30:45 #Nvidia
Visser says the AI selloff reflects leverage and crowded trades rather than a collapse in underlying AI demand.
“This is deleveraging, guys”
Very bullishJordi Visser, Jordi Visser, Oct 18, 2026Episode summary Watch at 19:57 #Nvidia
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”
Very bullishJordi Visser, Jordi Visser, Oct 18, 2026Episode summary Watch at 33:21 #Nvidia
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”
Very bullishTrade: AI agents and Vera Rubin within agentic compute (next 12 months)Jordi Visser, Jordi Visser, Oct 18, 2026Episode summary Watch at 39:21 #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.
“Nvidia just guided for 70% revenue growth.”
Very bullishPrediction: 70% revenue growth (next year)Jordi Visser, Jordi Visser, Oct 18, 2026Episode summary Watch at 51:57 #Nvidia
Photonic matrix-multiplication systems could eventually outperform Nvidia’s GPU approach, though Shkreli says important technical challenges remain.
“matmul's in light are free.”
BullishMartin Shkreli, All-In Podcast, Oct 12, 2026Episode summary Watch at 6:54 #Nvidia
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”
BearishPrediction: today's H100, B100, and B200 chips become obsolete (in 20 years)Martin Shkreli, All-In Podcast, Oct 12, 2026Episode summary Watch at 11:20 #Nvidia
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.”
BearishMartin Shkreli, All-In Podcast, Oct 12, 2026Episode summary Watch at 11:53 #Nvidia

Frequently asked questions

Are investors bullish or bearish on Nvidia right now?

Over the 30 days to Oct 25, 2026, the voices we follow were bullish on balance: 2 bullish, 0 bearish, 0 neutral, based on each one's latest comment.

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 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.)