What Adam Khoo said in this video:
- NVDAneutralshort-termWith the new development, he thinks the odds of Jensen Huang being fired are much higher, though not guaranteed; Polymarket prices an 88% chance.Source
- Otherneutrallong-termBlack swan events cannot be predicted, so the only way to protect a portfolio is diversification — never put all your money in one stock.Source
- AI Capexpositive for stockslong-termDemand for AI training and inference chips is huge and not going away; he believes we are still at the start of the AI revolution.Source
- NVDAbearishshort-termShort term the market sells first and prices in the worst case; he guesses the stock could fall another 15-20% from $160, possibly to about $130.Source
- NVDAbullishlong-termHe discloses owning NVDA (3.85% of portfolio) and is not selling because fundamentals and the CUDA/NVLink moat are intact; his 15%-capped intrinsic value is $500, and $219 even with growth halved, so $160 offers a margin of safety.Source