This New Nvidia Target Left Wall Street Speechless.. - Tom Lee

Is the AI trade still alive, or are we heading into a dangerous valuation bubble?

In this deep-dive reaction and analysis, we break down why NVIDIA stock is still fundamentally strong, even as investors debate AI valuations heading into year-end. You’ll hear why NVIDIA trades cheaper than Costco, why this is not an AI bubble, and why Wall Street may still be underestimating the scale of what’s coming next.

We also cover:
• Why Palantir’s valuation is misunderstood
• Why NVIDIA is not included in the “AI bubble” narrative
• The truth behind Intel’s 18A manufacturing test
• Why NVIDIA’s relationship with TSMC, Intel, and the US government matters
• Why chip supply constraints are forcing Big Tech to rethink manufacturing
• Massive 2026 predictions involving Amazon, Meta, OpenAI, and Elon Musk

This video connects the dots between AI spending visibility, valuation multiples, chip shortages, US industrial policy, and what it all means for NVIDIA stock investors heading into the next phase of the AI cycle.

⚠️ If you own NVIDIA stock — or are considering buying — watch this until the end. The final section reveals why AI demand may be far bigger than Wall Street expects, and what that means for NVIDIA’s long-term valuation.

⏱️ TIMESTAMPS (BOOSTS RETENTION + SEO)

0:00 Is the AI Trade Still Alive?
0:23 Why AI Spending Has Clear Visibility
0:39 NVIDIA Valuation Explained (Cheaper Than Costco?)
1:05 Why NVIDIA Is NOT the AI Bubble

8:42 Final Thoughts — What This Means for NVIDIA Stock

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We post *daily videos* covering NVIDIA stock analysis, AI breakthroughs, earnings insights, and expert commentary.
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📌 What We Cover

NVIDIA stock analysis & predictions
AI technology updates (Blackwell, GPUs, AI infrastructure)
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Earnings breakdowns (NVDA Q2, Q3, Q4)
AI market trends and stocks benefiting from NVIDIA
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Our goal is to simplify complex NVIDIA and AI news for investors of all levels.

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*📜 Disclaimer*

This channel is **for education & entertainment only**.
We are **not financial advisors**.
Nothing in these videos is financial advice.
Always *do your own research* before making investment decisions.