"Beth Kinvig who is extremely extremely uh followed in the tech market just recently said that she is raising her 2030 target on Nvidia from $10 trillion to $20 trillion in market cap. She says it may sound extreme but my new analysis lays out a datadriven fundamentally ground case for how Nvidia can realistically reach a 20 trillion market cap by 2030. Now, I'm gonna say I honestly have not read the analysis. Uh, feel free to check it out. But to achieve that type of level in the next four to five year, pretty much four years, right? Because we're at the end of 20 at the end of 2025."
The speaker highlights a bullish outlook for Nvidia by referencing Beth Kinvig's raised 2030 market cap target from $10 trillion to $20 trillion. He underscores that achieving this ambitious target hinges on continued AI innovation and the creation of net new value in the economy, reinforcing his overall confidence in Nvidia's positioning within the AI market.
AI Stocks Crash -- WAS NVIDIA WRONG?
Jose Najarro Stocks
November 21, 2025
Company Opinion