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It's not too late to buy Nvidia. Here are the reasons we say 'own it, don't trade it'

Cnbc · · 1387 words · By Zev Fima
Relative Valuation AI Secular Boom Investment Psychology
open_in_new Read the original article: https://www.cnbc.com/2026/05/18/its-not-too-late-to-buy-nvidia-here-are-the-reas…

psychologyDetected Techniques

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Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
warning
Appeal to Authority 80% confidence
Citing an authority figure as evidence, even when the authority is not qualified on the topic.
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Black-and-White Fallacy 60% confidence
Presenting only two options when more exist.
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Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
check_circle Corroborated 3
help Insufficient Evidence 2
schedule Pending 1
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“The stock hit an all-time high on Thursday and has quickly dropped 7% since then.”
SINGLE SOURCE
The provided web search results are general stock tickers and charts for Nvidia; they do not contain the specific data regarding a Thursday all-time high followed by a 7% drop.
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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp
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web search NEUTRAL — View live NVIDIA Corporation chart to track its stock's price action. Find market predictions, NVDA financials and market news.
https://www.tradingview.com/symbols/NASDAQ-NVDA/
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web search NEUTRAL — Find the latest NVIDIA Corporation (NVDA) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/NVDA/
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“Nvidia CEO Jensen Huang talk about AI being the fourth industrial revolution”
CORROBORATED
Multiple sources, including a web search result and references to Jensen Huang's views, confirm he believes AI is spurring a new industrial revolution.
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wikipedia NEUTRAL — Jen-Hsun "Jensen" Huang (Chinese: 黃仁勳; pinyin: Huáng Rénxūn; Tâi-lô: N̂g Jîn-hun; born February 17, 1963) is a Taiwanese and American business executive and electrical engineer who is the founder, pre…
https://en.wikipedia.org/wiki/Jensen_Huang
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — Nvidia GTC (GPU Technology Conference) is a global artificial intelligence (AI) conference for developers that brings together developers, engineers, researchers, inventors, and IT professionals. Topi…
https://en.wikipedia.org/wiki/Nvidia_GTC
+ 3 more evidence sources
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“the next leg of agentic AI needing 100 times more computing power than currently available”
CORROBORATED
Two independent web sources explicitly state that Jensen Huang mentioned agentic AI could require 100x more computing power than current systems.
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wikipedia NEUTRAL — Jen-Hsun "Jensen" Huang (Chinese: 黃仁勳; pinyin: Huáng Rénxūn; Tâi-lô: N̂g Jîn-hun; born February 17, 1963) is a Taiwanese and American business executive and electrical engineer who is the founder, pre…
https://en.wikipedia.org/wiki/Jensen_Huang
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — Nvidia GTC (GPU Technology Conference) is a global artificial intelligence (AI) conference for developers that brings together developers, engineers, researchers, inventors, and IT professionals. Topi…
https://en.wikipedia.org/wiki/Nvidia_GTC
+ 3 more evidence sources
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“Amazon CEO Andy Jassy? He told Jim earlier this month that investors will reap rewards from all the company's AI spending.”
CORROBORATED
Multiple independent sources (including reports on 'Mad Money' and earnings calls) confirm Andy Jassy's stance that AI spending will drive long-term growth and rewards for investors.
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web search NEUTRAL — Amazon CEO Andy Jassy has said that investors should not worry about Amazon’s heavy spending on AI, arguing that it will drive long-term growth. Speaking on “Mad Money” recently, Andy Jassy said the c…
https://timesofindia.indiatimes.com/technology/tech-news/ama…
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web search NEUTRAL — Andy Jassy, the CEO of Amazon, believes that businesses should invest “aggressively” in AI now to maximize future financial benefits. In his yearly letter.
https://techweekly.co.za/2025/04/10/amazon-ceo-andy-jassy-en…
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web search NEUTRAL — Amazon CEO Andy Jassy is working to assure investors concerned about the returns from the company’s extensive investments in generative artificial intelligence (AI). During a conference call with anal…
https://neuron.expert/news/amazon-ceo-pledges-ai-investments…
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“Jim has repeatedly and openly talked about mistakenly exiting Alphabet in March 2025 on concerns about AI and federal litigation.”
SINGLE SOURCE
The search results mention Jim Cramer's general views on AI and the market, but none specifically confirm a mistake in exiting Alphabet in March 2025 due to federal litigation.
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web search NEUTRAL — Cramer was bullish on the stock during the March 26 episode, as he commentedWhat most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution. In fact, V…
https://www.insidermonkey.com/blog/jim-cramer-says-until-the…
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web search NEUTRAL — CNBC host Jim Cramer blasted President Donald Trump over his treatment of outgoing Federal Reserve Chairman Jerome Powell.CNBC HOST JIM CRAMER: No, I’m saying that it’s atrocious what’s happened, the …
https://www.mediaite.com/media/news/disgusting-cnbcs-jim-cra…
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web search NEUTRAL — Cramer says investors are pouring in for AI winners, while dumping nearly everything else.'You are unsafe at any level': Jim Cramer says 2026 isn't 1999 — it's worse. Here's why he argues the market's…
https://moneywise.com/investing/stocks/jim-cramer-2026-stock…
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“The Club re-initiated a position in the Google parent in late December 2025 after a huge run higher.”
SINGLE SOURCE
The search results provide general information about CNBC but do not contain specific trade records or dates for the CNBC Investing Club's positions in Alphabet in December 2025.
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web search NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC
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web search NEUTRAL — CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable information.
https://www.cnbc.com/
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web search NEUTRAL — Live stream your favorite CNBC content on NBC.com!
https://www.nbc.com/live?brand=cnbc&callsign=CHDSTR
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“Broadcom (also a Club name) trades at 28 times, Marvell at 39 times, Advanced Micro Devices at 44 times, and Intel at 86 times.”
SINGLE SOURCE
The search results returned information about a Jewish news outlet called 'The Forward' and dictionary definitions, rather than the financial P/E ratios of the mentioned semiconductor companies.
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web search NEUTRAL — The Forward (Yiddish: פֿאָרווערטס, romanized: Forṿerṭs), formerly known as The Jewish Daily Forward, [2] is an American news outlet that focuses on issues of interest to Jewish American readers.
https://en.m.wikipedia.org/wiki/The_Forward
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web search NEUTRAL — The Forward is a 501 (c) (3) non-profit organization. We have removed our paywall, making all our content free for the first time in our history.
https://forward.com/
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web search NEUTRAL — 4 days ago · The meaning of FORWARD is near, being at, or belonging to the forepart. How to use forward in a sentence. Synonym Discussion of Forward.
https://www.merriam-webster.com/dictionary/forward
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“Nvidia clocks in at only 24 times forward earnings”
SINGLE SOURCE
While one source mentions Nvidia's forward P/E is comparable to the S&P 500, the specific figure of '24 times' is not explicitly confirmed in the provided evidence snippets.
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web search NEUTRAL — The forward price-to-earnings metric is useful if you understand its nuances.From this standpoint, Nvidia has nearly reached the same level as the S&P 500. NVDA PE Ratio (Forward) Chart.
https://www.fool.com/investing/2025/04/26/nvidia-is-nearly-c…
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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp
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web search NEUTRAL — to buy at that price, and the ask size is the number of shares offered for sale at that price. The data displayed in the quote bar updates every 3 seconds; allowing you to monitor prices in real-time.…
https://www.nasdaq.com/market-activity/stocks/nvda
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“We bought CrowdStrike twice when the stock was being hit in February and March .”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding the CNBC Investing Club's purchases of CrowdStrike in February and March.
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“On Monday, we trimmed CrowdStrike to protect some of those hard-fought gains.”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding the CNBC Investing Club trimming its CrowdStrike position on a Monday.
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“Alphabet , Amazon , Microsoft , and Meta Platforms revealed alongside earnings at least $695 billion of capital expenditure plans for this year, a 14% increase from the previous estimate of $608 billion.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.