Bull vs Bear
NVDA
NVIDIA Corp.
Two members looked at the same company and said different things. Each Call was recorded at its own moment and its own price.
Where members stand — the market still decides.
Both Still Playing Out
Each Call is measured against its own horizon.
The compute buildout is a decade, not a cycle
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.
Recorded at
$158.40
Target
$210.00
Horizon
1 Year
Confidence
78%
Call Recorded Jun 18, 2026
by Anthony Rivera (@anthony)
See the full CallPriced for perfection into a digestion year
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.
Recorded at
$164.00
Target
$120.00
Horizon
1 Year
Confidence
64%
Call Recorded Jul 1, 2026
by Mara Ellison (@maravaluates)
See the full CallWhat’s Your Call?
You don't have to pick one of theirs. Make your own.
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Bull vs Bear
NVDA
The compute buildout is a decade, not a cycle
Recorded $158.40 · Jun 18
Target $210.00 · 1 Year
@anthony
Priced for perfection into a digestion year
Recorded $164.00 · Jul 1
Target $120.00 · 1 Year
@maravaluates
Same company. Two Calls.
Let's see what happens.