Bull CallStill Playing Out1 Year
NV
NVDA
NVIDIA Corp.
Anthony Rivera's Call
The compute buildout is a decade, not a cycle
Recorded at
$158.40
Now
Since recorded
—Call is
— Call Recorded Jun 18, 2026by Anthony Rivera (@anthony)
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Another View
Disagree? Make your own Bear Call on NVDA.
Bull 50%2 Calls on NVDABear 50%
Where members stand — not who's right. The market decides that.
Their reasoning
Hyperscaler capex guidance keeps ratcheting up, and NVDA still owns the full stack — silicon, networking, and CUDA. The market is pricing a cyclical top; I think we're mid-buildout.
- 1Hyperscaler capex is still accelerating.
- 2CUDA + networking is a real moat.
- 3Inference demand is the second leg.
Biggest risk
A hyperscaler capex pause or a credible custom-silicon (ASIC) alternative reaching parity on training workloads.
Let's see what happens.
Look at NVDA first