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Nvidia's $20 Trillion Thesis Is Intact - My 2026 Allocation Isn't
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Nvidia's $20 Trillion Thesis Is Intact - My 2026 Allocation Isn't

Seeking Alpha·Beth Kindig·about 1 month ago
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#source#chevron#alpha#nvda#nvidia#billion
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Home Tech  Summary While I still believe Nvidia Corporation will reach $20 trillion by 2030, I believe much of that 310% return is likely to be back-half weighted in the years of 2028-2030. Last quarter, inventories increased more than 8% QoQ to $21.4 billion, but more importantly, NVDA's supply-related commitments surged. In Q4, NVDA's supply-related commitments surged nearly 90% sequentially to $95.2 billion, a major step-up from the prior ~$28-30 billion range through late FY25 and the first half of FY26. Looking for more investing ideas like this one? Get them exclusively at Tech Insider Network. Learn More » primeimages/iStock via Getty Images Recently, I've reiterated my $20 trillion market cap thesis for Nvidia Corporation ( NVDA ), which implies upside of roughly 310% over the next four years.…

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