Seeking Alpha
10 Nov 2026, 11:11 UTC · 1d ago
Sell The Bounce, AI Bubble Burst To Resume
Impact · against what's priced in
The article provides a bearish outlook on AI capex, but for NVDA, these concerns largely align with a market that is already refusing to pay for the most optimistic growth projections. While the prediction of a 2027 guidance cut is a negative catalyst, the stock's current price already reflects a significant deceleration from current growth rates.
- NVDA−0.30
Challenges what's priced in
- The price assumes
A deceleration from 65.5% current-year growth to a 19.0% compound annual growth rate over the next decade.
The article warns of a collapse in the AI trade due to capex cuts over the next two years and upcoming guidance cuts for 2027, which threatens the 19% long-term CAGR the market currently assumes.
What NVDA's price assumes · Sep 1
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