What Meet Kevin said in this video:
- NVDAneutralmid-termThe host views the securities class action as rushed ambulance-chasing; median settlements are ~$17M, the law doesn't require Nvidia to track chips, and proving damages will be very difficult.Source
- NVDAneutralmid-termThe host does not see Jensen Huang stepping down and thinks prediction-market odds of his exit are overpriced, with the fears likely resolved within six months, favoring the 'no' side.Source
- NVDAneutralshort-termThe host acknowledges the affair news drove the stock down but frames the key open question as whether it is a short-term technical move or a fundamental derating.Source
- NVDAbullishlong-termThe host discloses a small Nvidia position and argues that at ~18x earnings with ~34% expected growth, the stock trades at a sub-1 PEG and is fundamentally worth over $300, having already discounted the lawsuit.Source
- AMDbullishmid-termThe host discloses buying AMD last week around $430 after it hit a low of $402; it is now back at the 520 line and is picking up the Nvidia pain trade.Source