Dan Ives Cuts Nvidia Price Target, But Stays Bullish Post-Huang
Channel: Bloomberg Television
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Read a transcript preview of “Dan Ives Cuts Nvidia Price Target, But Stays Bullish Post-Huang” from Bloomberg Television, uploaded on 2026-11-13.
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Language: English (original, creator captions)
[0:00] You're maintaining positivity even as you downgrade the price of the stock. What makes you think
[0:05] that they can continue, not necessarily next year or the year after, but with the creativity
[0:09] and the cult of personality beyond that to drive the valuations that a lot of people
[0:12] were talking about before?
[0:13] Look. The reality is is that Jensen was worth a trillion dollars for the valuation, and
[0:18] there's no doubt. I mean, he was the hearts and lungs of the NVIDIA story. And
[0:22] it was... It's a dark day for NVIDIA, a black eye for Jensen in terms of
[0:27] the way that this ultimately ends. But for NVIDIA, the... It is... They're two to three
[0:31] years ahead of China. They're two to three years ahead of any competition in The US.
[0:36] Now with Jensen gone, that clearly evens the playing field, and that will be now for
[0:41] Colette and whoever the next CEO is. That's gonna be the challenge for NVIDIA. But I
[0:46] just view it the valuation. And now I know many calling f