Bear CallStill Playing Out1 Year
NV
NVDA
NVIDIA Corp.
Mara Ellison's Call
Priced for perfection into a digestion year
Recorded at
$164.00
Now
Since recorded
—Call is
— Call Recorded Jul 1, 2026by Mara Ellison (@maravaluates)
What’s Your Call?
Bull or Bear? Put yours on the record.
Start now — you can sign in when it's time to record it.
Another View
Disagree? Make your own Bull Call on NVDA.
Bull 50%2 Calls on NVDABear 50%
Where members stand — not who's right. The market decides that.
Their reasoning
I'm not calling the business bad — I'm calling the valuation. At this multiple, any capex air-pocket or margin normalization is a 25% drawdown. Concentration risk in a handful of buyers is underappreciated.
- 1Buyer concentration is a fragility.
- 2Margins are near a structural peak.
- 3Valuation leaves no room for error.
Biggest risk
Inference demand scales faster than I expect and offsets any training-side digestion.
Let's see what happens.
Look at NVDA first