By Yahoo Finance Video
Publication Date: 2025-12-25 20:00:00
00:00 Speaker A
Dan loves tech. Dan, good to see you. Don’t know where to start, so I’m going to start on Nvidia. Uh, I mentioned at the top, we’re seeing uh the bulls return to Nvidia.
00:10 Speaker A
uh not in a big way, but I would say in a nice way. What’s the play there?
00:15 Dan
Look, I think the reality is China is going to reopen, you know, for Nvidia and I think that’s something that wasn’t necessarily factored in fully. I think investors are realizing to big change in the beltway.
00:26 Dan
And look,size, the reality is there’s one chip in the world fueling the AI revolution. And and that’s Nvidia. And I think as it plays out,
00:33 Dan
numbers are significantly underestimated. I think 15 to 20% at a minimum going to 2026. You put that together, I think we’re looking at a $250 stock in a beast case to end 2026.
00:45 Speaker A
Another case for Nvidia Dan is is it this? and you can tell me if I’m wrong. You know, you and I have I’ve known each other for for many many years. It’s okay. We have a debate here. Um that Nvidia has less exposure
00:56 Speaker A
to open AI than its rival AMD because AMD might be partially owned by open AI in 10 years.
01:02 Dan
Look, right now the reality is is that, you know, associated with open AI is a bad thing. Now, I disagree with that. just me and you’ve talked about it, but no doubt in the from a trade perspective.
01:10 Dan
