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It was half price one year ago. What do you mEan by never so cheap?

Nvidia Has "Never Been So Cheap," Bernstein Analyst Says

Bernstein analyst Stacy Rasgon bullish on Nvidia, citing cheap valuation relative to chip industry. Morgan Stanley agrees, but Eisman doubts downstream risk. Prediction markets favor Nvidia's potential as top company by 2026.

Nvidia Has "Never Been So Cheap," Bernstein Analyst Says

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What do you mEan by never so cheap?","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/538976900338592","repostId":2616372893,"repostType":2,"repost":{"id":"2616372893","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1772607600,"share":"https://ttm.financial/m/news/2616372893?lang=en_US&edition=fundamental","pubTime":"2026-03-04 15:00","market":"us","language":"en","title":"Nvidia Has \"Never Been So Cheap,\" Bernstein Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2616372893","media":"Benzinga","summary":"Bernstein analyst Stacy Rasgon bullish on Nvidia, citing cheap valuation relative to chip industry. Morgan Stanley agrees, but Eisman doubts downstream risk. Prediction markets favor Nvidia's potential as top company by 2026.","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>Bernstein </strong>senior analyst <strong>Stacy Rasgon</strong> made a forceful bull case for <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a></strong> (NASDAQ:NVDA) on CNBC Tuesday.</p><p style=\"text-align: start;\">“I really like Nvidia here,” Rasgon said. “I’ve never seen it so cheap, especially relative to the broader semiconductor industry.”</p><p>Rasgon pointed to an “interesting dichotomy” in chip stocks: compute names like Nvidia have gone nowhere while memory names are ripping.</p><p style=\"text-align: start;\">He noted that the current bullishness in memory valuations simply makes no sense if the AI bubble fears dragging down compute stocks are accurate. Ultimately, he said, one side of that trade is wrong.</p><p style=\"text-align: start;\">The analyst reiterated that Nvidia is “early on AI ramp,” with numbers still going up. “At these valuations I’d be an owner,” he said.</p><p>Morgan Stanley reinstated Nvidia as its top semiconductor pick Monday, with analyst <strong>Joseph Moore</strong> calling shares a “surprisingly good entry point” at roughly 18x forward 2027 earnings. Moore noted the stock has flatlined for two quarters while earnings estimates climbed 38%.</p><h2 id=\"id_3491157455\" style=\"text-align: start;\">Eisman: ‘Incredible’ Numbers, Downstream Doubts</h2><p style=\"text-align: start;\">Not everyone is as sanguine. “Big Short” investor Steve Eisman called Nvidia’s 73% fiscal year revenue growth “incredible” on his podcast, but noted the stock closed down after earnings anyway.</p><p>Eisman’s concern isn’t Nvidia itself but downstream risk: the same AI spending powering Nvidia’s quarter may kill software companies whose private credit-funded buyouts were made before LLMs existed.</p><p style=\"text-align: start;\">A wave of defaults among these legacy software firms threatens to send shockwaves through the massive private credit ecosystem that propped them up.</p><h2 id=\"id_3972562282\" style=\"text-align: start;\">What Prediction Markets Say</h2><p style=\"text-align: start;\">Polymarket bettors are pricing in 60% odds that Nvidia ends 2026 as the world’s largest company by market cap, ahead of <strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> (NASDAQ:GOOGL) at 19% and <strong><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</strong>.</a> (NASDAQ:AAPL) at 16%.</p><p>The platform’s AI Bubble Burst contract prices 15% odds of an industry downturn by year-end, requiring triggers like Nvidia falling 50% from its all-time high.</p><p style=\"text-align: start;\">The next catalyst: Nvidia’s GTC conference runs March 16-19, where CEO<strong> Jensen Huang</strong> is expected to unveil the company’s four-year roadmap.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Has \"Never Been So Cheap,\" Bernstein Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Has \"Never Been So Cheap,\" Bernstein Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-03-04 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>Bernstein </strong>senior analyst <strong>Stacy Rasgon</strong> made a forceful bull case for <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a></strong> (NASDAQ:NVDA) on CNBC Tuesday.</p><p style=\"text-align: start;\">“I really like Nvidia here,” Rasgon said. “I’ve never seen it so cheap, especially relative to the broader semiconductor industry.”</p><p>Rasgon pointed to an “interesting dichotomy” in chip stocks: compute names like Nvidia have gone nowhere while memory names are ripping.</p><p style=\"text-align: start;\">He noted that the current bullishness in memory valuations simply makes no sense if the AI bubble fears dragging down compute stocks are accurate. Ultimately, he said, one side of that trade is wrong.</p><p style=\"text-align: start;\">The analyst reiterated that Nvidia is “early on AI ramp,” with numbers still going up. “At these valuations I’d be an owner,” he said.</p><p>Morgan Stanley reinstated Nvidia as its top semiconductor pick Monday, with analyst <strong>Joseph Moore</strong> calling shares a “surprisingly good entry point” at roughly 18x forward 2027 earnings. Moore noted the stock has flatlined for two quarters while earnings estimates climbed 38%.</p><h2 id=\"id_3491157455\" style=\"text-align: start;\">Eisman: ‘Incredible’ Numbers, Downstream Doubts</h2><p style=\"text-align: start;\">Not everyone is as sanguine. “Big Short” investor Steve Eisman called Nvidia’s 73% fiscal year revenue growth “incredible” on his podcast, but noted the stock closed down after earnings anyway.</p><p>Eisman’s concern isn’t Nvidia itself but downstream risk: the same AI spending powering Nvidia’s quarter may kill software companies whose private credit-funded buyouts were made before LLMs existed.</p><p style=\"text-align: start;\">A wave of defaults among these legacy software firms threatens to send shockwaves through the massive private credit ecosystem that propped them up.</p><h2 id=\"id_3972562282\" style=\"text-align: start;\">What Prediction Markets Say</h2><p style=\"text-align: start;\">Polymarket bettors are pricing in 60% odds that Nvidia ends 2026 as the world’s largest company by market cap, ahead of <strong><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></strong> (NASDAQ:GOOGL) at 19% and <strong><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</strong>.</a> (NASDAQ:AAPL) at 16%.</p><p>The platform’s AI Bubble Burst contract prices 15% odds of an industry downturn by year-end, requiring triggers like Nvidia falling 50% from its all-time high.</p><p style=\"text-align: start;\">The next catalyst: Nvidia’s GTC conference runs March 16-19, where CEO<strong> Jensen Huang</strong> is expected to unveil the company’s four-year roadmap.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - 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Ultimately, he said, one side of that trade is wrong.The analyst reiterated that Nvidia is “early on AI ramp,” with numbers still going up. “At these valuations I’d be an owner,” he said.Morgan Stanley reinstated Nvidia as its top semiconductor pick Monday, with analyst Joseph Moore calling shares a “surprisingly good entry point” at roughly 18x forward 2027 earnings. Moore noted the stock has flatlined for two quarters while earnings estimates climbed 38%.Eisman: ‘Incredible’ Numbers, Downstream DoubtsNot everyone is as sanguine. “Big Short” investor Steve Eisman called Nvidia’s 73% fiscal year revenue growth “incredible” on his podcast, but noted the stock closed down after earnings anyway.Eisman’s concern isn’t Nvidia itself but downstream risk: the same AI spending powering Nvidia’s quarter may kill software companies whose private credit-funded buyouts were made before LLMs existed.A wave of defaults among these legacy software firms threatens to send shockwaves through the massive private credit ecosystem that propped them up.What Prediction Markets SayPolymarket bettors are pricing in 60% odds that Nvidia ends 2026 as the world’s largest company by market cap, ahead of Alphabet (NASDAQ:GOOGL) at 19% and Apple Inc. (NASDAQ:AAPL) at 16%.The platform’s AI Bubble Burst contract prices 15% odds of an industry downturn by year-end, requiring triggers like Nvidia falling 50% from its all-time high.The next catalyst: Nvidia’s GTC conference runs March 16-19, where CEO Jensen Huang is expected to unveil the company’s four-year roadmap.","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDX":0.6,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDD":0.6,"NVDL":2,"NVDB":0.6,"SNVD.UK":0.6,"ANV":0.6,"DIPS":0.6,"NVDA":2.1,"NVDS":0.6,"VGT":0.66}},"isVote":1,"tweetType":1,"viewCount":7,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":53,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}