How Schwab Network’s view on $NVDA changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal12 entries

2026-09-23Bullish

“CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat”

NVDA is admired as a great choice; chip prices remain high due to insufficient production capacity meeting AI needs.

I still admire Nvidia; they are always a great choice. All of these companies are still in high demand, and it seems that they have run out of, you know, higher-priced processors in the foreseeable future, and it depends on how much you believe that the development of artificial intelligence will change the end products.

Will they have the capacity to meet the needs of artificial intelligence? I doubt that . I believe that the prices of these chips will remain high in the foreseeable future because production capacity cannot keep up.

Watch the source04:52

2026-09-18Bullish

“From ASML to Nvidia: Navigating the AI Chip Boom”

NVDA may see a good jump next week as it attempts a breakthrough; $225 identified as a potential price level.

Jensen Huang will also be present at that banquet. So, I mean, this topic will be put up for discussion. This is not the end. It will continue , and I don't really know what the outcome will be, or whether the market will eventually collapse because of it.

Because there was a report in the Wall Street Journal saying that Mark Zuckerberg of Meta, Jensen Huang, and Elon Musk had objected to a previous plan regarding the regulation of the artificial intelligence industry , and there is concern about Chinese dominance in this field.

Watch the source03:14

2026-09-18Bullish