Dan Ives Makes a Massive Nvidia Bet After This Shocking Breakthrough
The NVIDIA Report
View ChannelAbout
We cut through the noise, bring you expert insights, and keep you ahead of Wall Street — so you can invest smarter, retire richer, and win the long game.
Latest Posts
Video Description
Is NVIDIA stock still undervalued — even after the massive AI rally? In this video, we break down Dan Ives’ latest bullish NVIDIA thesis, why China reopening could reignite NVDA demand, and why Wall Street is still underestimating the scale of the AI revolution. Dan Ives explains why NVIDIA is the single most important chip company fueling AI, why earnings estimates are 15–20% too low, and why 2026 could be the biggest inflection point in tech history. We also cover AI monetization, software modernization, MAG 7 rotation, OpenAI exposure, robotics, autonomous vehicles, and trillion-dollar AI spending. This isn’t hype — this is the AI buildout explained, year 3 of an 8–10 year bull market, and why NVIDIA, Oracle, Microsoft, Tesla, and AI software stocks could see another massive leg higher. If you own NVIDIA stock, or you’re wondering how high NVDA can go by 2026, this video is a must-watch. 👇 WATCH UNTIL THE END — the most important insight is saved for last. 0:08 China Reopening & Why NVDA Demand Was Mispriced 0:36 Dan Ives’ $250 NVIDIA Stock Base Case for 2026 3:48 Why Tech Stocks Could Rise 20%+ in 2026 7:24 Trillions in AI Spending Wall Street Isn’t Pricing In Primary Keywords: NVIDIA stock NVDA stock NVIDIA AI NVIDIA stock prediction NVIDIA 2026 Dan Ives NVIDIA AI stocks Artificial Intelligence stocks Secondary Keywords: NVIDIA valuation NVIDIA earnings forecast AI revolution AI stocks to buy NVDA price target NVIDIA China reopening OpenAI NVIDIA MAG 7 stocks Tech stock bull market Long-Tail Keywords: Is NVIDIA stock still undervalued How high can NVIDIA stock go by 2026 Dan Ives NVIDIA price target Best AI stocks for the next decade NVIDIA vs AMD AI chips We post **daily videos** covering NVIDIA stock analysis, AI breakthroughs, earnings insights, and expert commentary. ╔═╦╗╔╦╗╔═╦═╦╦╦╦╗╔═╗ ║╚╣║║║╚╣╚╣╔╣╔╣║╚╣═╣ ╠╗║╚╝║║╠╗║╚╣║║║║║═╣ ╚═╩══╩═╩═╩═╩╝╚╩═╩═╝ If you don’t subscribe, **you’ll miss important NVIDIA news, price targets, and market updates** — stay ahead of the curve. 📩 **Business & Sponsorships:** [email protected] --- 📌 What We Cover * NVIDIA stock analysis & predictions * AI technology updates (Blackwell, GPUs, AI infrastructure) * Expert commentary & reactions (Dan Ives, Cramer, analysts) * Earnings breakdowns (NVDA Q2, Q3, Q4) * AI market trends and stocks benefiting from NVIDIA * Long-term investing ideas and market outlook Our goal is to simplify complex NVIDIA and AI news for investors of all levels. --- ⚠️ Copyright & Usage Notice All videos, images, and materials used in this channel are either: ✔ Provided with permission ✔ Used according to the copyright owner’s stated policies ✔ Or used under applicable **fair use** for commentary, news reporting, and education. --- 🔎 Keywords NVIDIA, NVIDIA stock, NVDA, AI tech, AI stocks, stock market, investing, NVIDIA news, NVIDIA stock analysis, NVIDIA earnings, NVDA earnings, NVIDIA stock prediction, NVIDIA price target, NVIDIA AI stock, NVIDIA stock today, NVIDIA stock crash, best AI stocks, top stocks 2025, NVIDIA forecast, NVIDIA 2025, NVIDIA 2030, Jensen Huang, NVIDIA vs AMD, NVIDIA vs Intel, NVDA stock news, NVIDIA Blackwell, GPU technology, NVIDIA AI advancements, AI investing, AI wealth, long term AI stocks, NVIDIA earnings breakdown, NVIDIA Q2, NVIDIA Q3, NVIDIA Q4, AI companies to invest in, AI revolution stocks, Oracle NVIDIA partnership, Broadcom NVIDIA, TSMC NVIDIA, AMD vs NVIDIA GPUs, Intel vs NVIDIA chips, retire with AI stocks, AI millionaire stocks, NVIDIA stock update, best stocks to buy now. --- ## **📜 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.
Upgrade Your Everyday
AI-recommended products based on this video

Amazon Echo Show 8 (newest model), With Spatial Audio, Smart Home Hub, and Alexa, Charcoal

Apple AirPods 4 Wireless Earbuds, Bluetooth Headphones, with Active Noise Cancellation, Adaptive Audio, Transparency Mode, Personalized Spatial Audio, USB-C Charging Case, Wireless Charging, H2 Chip

Wireless Earbuds, Bluetooth 5.4 Headphones, True Wireless Stereo Earphones with IPX7 Waterproof, Noise Cancelling Mic, Fast Charging and Comfort Fit Ear Buds for Sports/Workouts - Black

Apple AirPods 4 Wireless Earbuds, Bluetooth Headphones, Personalized Spatial Audio, Sweat and Water Resistant, USB-C Charging Case, H2 Chip, Up to 30 Hours of Battery Life, Effortless Setup for iPhone

Apple AirPods Pro 2 Wireless Earbuds, Active Noise Cancellation, Hearing Aid Feature, Bluetooth Headphones, Transparency, Personalized Spatial Audio, High-Fidelity Sound, H2 Chip, USB-C Charging

Smart Watch for Men/Women, 1.95" AMOLED Fitness Tracker Watches with Bluetooth Calls/Flashlight/100+ Sport Modes Heart Rate/Sleep Monitor Ultra Lightweight Ultrathin Design

Smart Watch for Men Women (Answer/Make Call), 1.96" HD Smartwatch Fitness Activity Tracker, 110+ Sports IP68 Waterproof, Heart Rate/Sleep Monitor/Pedometer/Calories, Fitness Watch for Android iOS
![Apple Watch Series 10 [GPS 46mm case] Smartwatch with Rose Gold Aluminium Case with Light Blush Sport Band - M/L. Fitness Tracker, ECG App, Always-On Retina Display, Water Resistant](https://m.media-amazon.com/images/I/61nNNMI1cFL._AC_UL960_FMwebp_QL65_.jpg)
Apple Watch Series 10 [GPS 46mm case] Smartwatch with Rose Gold Aluminium Case with Light Blush Sport Band - M/L. Fitness Tracker, ECG App, Always-On Retina Display, Water Resistant
![Apple Watch Series 10 [GPS 42mm case] Smartwatch with Jet Black Aluminium Case with Black Sport Band - S/M. Fitness Tracker, ECG App, Always-On Retina Display, Water Resistant](https://m.media-amazon.com/images/I/6105jZyXyPL._AC_UL960_FMwebp_QL65_.jpg)
Apple Watch Series 10 [GPS 42mm case] Smartwatch with Jet Black Aluminium Case with Black Sport Band - S/M. Fitness Tracker, ECG App, Always-On Retina Display, Water Resistant

NOCO Boost GB40: 1000A UltraSafe Jump Starter – 12V Lithium Battery Booster Pack, Portable Jump Box, Power Bank & Jumper Cables - for 6.0L Gas and 3.0L Diesel Engines

UGREEN Nexode Power Bank 20000mAh 130W Portable Charger 72Wh PD Fast Charging 3-Port USB C Battery Pack with TFT Smart Display for MacBook/iPad/iPhone 16/Samsung S24 and More

ANKER 737 Power Bank, 24,000mAh 3-Port Laptop Portable Charger with 140W Fast Charging, Smart Display, for Outdoor Work, Compatible with iPhone 16/15/14 Series, Vision Pro, Samsung, MacBook, and More

VOLTME Portable Charger, Slim 10000mAh 5V/3A Power Bank, USB C in&Out High-Speed Charging Battery Pack, Travel Essentials Dual Output Compatible with iPhone 16 15 14 13 12 Samsung Google iPad etc

Apple AirPods 4 Wireless Earbuds, Bluetooth Headphones, with Active Noise Cancellation, Adaptive Audio, Transparency Mode, Personalized Spatial Audio, USB-C Charging Case, Wireless Charging, H2 Chip

Apple AirPods 4 Wireless Earbuds, Bluetooth Headphones, Personalized Spatial Audio, Sweat and Water Resistant, USB-C Charging Case, H2 Chip, Up to 30 Hours of Battery Life, Effortless Setup for iPhone

Apple AirPods Pro 2 Wireless Earbuds, Active Noise Cancellation, Hearing Aid Feature, Bluetooth Headphones, Transparency, Personalized Spatial Audio, High-Fidelity Sound, H2 Chip, USB-C Charging

Bose QuietComfort Bluetooth Headphones, Wireless Headphones with Active Over Ear Noise Cancelling and Mic, Deep Bass, Up to 24 Hours of Playtime, White Smoke

Barnyard Designs Indoor Herb Garden Planter Set with Tray, Metal Windowsill Plant Pots with Drainage for Outdoor or Indoor Plants, Set/3 (Black)

Eye Contact Web Camera for Desktop Computer – 1080P USB Camera with Microphone & Stand, Center Cam for Laptop or Desktop, Manual Focus, Plug & Play for macOS & Windows(Black)
![PEHAEL 3+3Pack for iPhone 17 Pro Max Privacy Screen Protector with Camera Lens Protector Full Coverage Anti-Spy Tempered Glass Film 9H Hardness Easy Installation Bubble Free [6.9 inch]](https://m.media-amazon.com/images/I/61PnVkv6KKL._AC_UL960_FMwebp_QL65_.jpg)
PEHAEL 3+3Pack for iPhone 17 Pro Max Privacy Screen Protector with Camera Lens Protector Full Coverage Anti-Spy Tempered Glass Film 9H Hardness Easy Installation Bubble Free [6.9 inch]
![Ailun 3 Pack Screen Protector for iPhone 16 Pro Max [6.9 inch] + 3 Pack Camera Lens Protector with Installation Frame,Sensor Protection,Dynamic Island Compatible,Case Friendly Tempered Glass Film](https://m.media-amazon.com/images/I/815keamN-BL._AC_UL960_FMwebp_QL65_.jpg)
Ailun 3 Pack Screen Protector for iPhone 16 Pro Max [6.9 inch] + 3 Pack Camera Lens Protector with Installation Frame,Sensor Protection,Dynamic Island Compatible,Case Friendly Tempered Glass Film


