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“Nvidia is as cheap versus the market as it has been in a decade, and its price builds in an unfathomable amount of share loss that simply will not happen.”
Source
Gavin BakerYouTube“Watts, Wafers, and the Future of AI Infra | Gavi…”63:38
“something like NVIDIA, which is still... in early April is essentially as cheap as it gets relative to the market, like in the last 10 or 12 years... It's very hard to square that valuation with something like GE Vernova's valuation because it builds in like an unfathomable amount of share loss for Nvidia.”
Performance
Entry$224.22
Current$194.83
Since call-13.11%
Confidence72%
How this was scored
Entry$224.22May 20, 2026 · 12:00 UTC · paste.trade
Resolution$194.83Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.