Business with Brian on Nvidia (NVDA): the quotes, dated.
12 dated quotes about Nvidia stock (NVDA), selected from all 57 Business with Brian videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with NVDA’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- NVDA close, 2026-10-28
- $215.38
- Price since the first forecast, Jan 23, 2026
- +14.8%
- S&P 500 (SPY), same period
- +12.1%
- vs the S&P 500
- +2.7 pp
- Latest stance, Oct 4, 2026
- Valuation view
- Mentions found
- 244 in 42 of 57 videos
The short version
In October 2025 Business with Brian said Nvidia would more than double, from roughly 3 trillion to 7.5 trillion. In November 2025 they called its cloud hosting economics a proven business model, and in December 2025 they said about 27% of their portfolio overlapped with Pelosi's through Nvidia and four other stocks. In January and June 2026 they presented it as a pick. In August 2026 they placed it in their buy full band, with a fair value of about $290. In September and October 2026 they flagged rising costs, a shrinking margin and $18 billion in lease guarantees, while noting a PEG ratio of about 0.36, below one.
Summary of the quotes on this page. Updated .
What Business with Brian said last · Oct 4, 2026
Valuation view
“So, any value below one is usually considered cheap for a growing company, and Nvidia's is around 0.36.”
Bullish call · Price rose
The price rose since the first bullish quote.
NVDA from to . Price movement, not the creator’s realized return.
Price up since 7 of 12 quotes · Stock ahead of SPY: 7 of 12
Leaderboard result: In line with the market (6 months, → ). Scored from the first close after the video, . How it is scored
Business with Brian’s price target and valuation calls on NVDA
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Price target
Nvidia is going to more than double from AI and data center growth alone, from roughly 3 trillion to 7.5 trillion. Quantum adds another 300 to 400 billion on top of that baseline.
Valuation view
So, any value below one is usually considered cheap for a growing company, and Nvidia's is around 0.36.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NVDA · daily close, split-adjusted · 2025-09-23 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $187 |
| 2025-10-31 | $202 |
| 2025-11-28 | $177 |
| 2025-12-31 | $187 |
| 2026-01-30 | $191 |
| 2026-02-27 | $177 |
| 2026-03-31 | $174 |
| 2026-04-30 | $200 |
| 2026-05-29 | $211 |
| 2026-06-30 | $200 |
| 2026-07-31 | $201 |
| 2026-08-31 | $221 |
| 2026-09-30 | $228 |
| 2026-10-28 | $215 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
NVDA · daily close, split-adjusted · 2025-09-23 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $187 |
| 2025-10-31 | $202 |
| 2025-11-28 | $177 |
| 2025-12-31 | $187 |
| 2026-01-30 | $191 |
| 2026-02-27 | $177 |
| 2026-03-31 | $174 |
| 2026-04-30 | $200 |
| 2026-05-29 | $211 |
| 2026-06-30 | $200 |
| 2026-07-31 | $201 |
| 2026-08-31 | $221 |
| 2026-09-30 | $228 |
| 2026-10-28 | $215 |
What Business with Brian said, when
- 1
— Price target
20:24 “Nvidia is going to more than double from AI and data center growth alone, from roughly 3 trillion to 7.5 trillion. Quantum adds another 300 to 400 billion on top of that baseline.”
- 2
— Hold, bullish
10:45 “For every dollar spent on Nvidia infrastructure, cloud providers earn $5 in GPU hosting revenue over 4 years. In my book, that's a proven business model. That isn't speculation.”
- 3
— Disclosed holding
10:38 “In terms of overlap, the bulk of my portfolio aligns the most with Pelosi, about 27% through Nvidia, Google, Broadcom, Microsoft, and Crowdstrike.”
Brian compared his own portfolio with backtested portfolios of Pelosi, Buffett, Gates and Ackman.
- 4
— Named as a pick
13:11 “That now brings us to our favorite AI company of Nvidia, which isn't just a chip supplier anymore because it's the platform that's underneath all of modern compute.”
Part of a video presenting his top stock picks for 2026.
- 5
— Mention
9:38 “If you have $100,000 in this one ETF and it says 7% is in Nvidia, now you can write down, okay, I have $7,000 in Nvidia, right? and do that for each one of your ETFs.”
Corrected · corrections log
- 6
— Named as a pick
4:54 “Now, I realize the next company is completely obvious as Nvidia. And of course, you all know them as the company powering every AI data center on Earth. But the reason why they belong in Edge AI is what they are building to push that intelligence into machines that actually move.”
He was listing edge AI stocks and pointed to Nvidia's Jetson Thor, an on-robot computer small enough to fit inside a humanoid robot.
- 7
— Mention
13:28 “Nvidia sits inside three of these five funds. So, if you bought all of them in equal amounts, Nvidia would end up at 5.9% of everything that you own.”
- 8
— Named as a pick
10:43 “Nvidia sits in my buy full band and I want to be very clear about what that does and does not mean because this is not a stock that's fallen apart in any way and it's only a few percent off of its high. It's in a buy band because my fair value sits well above that price”
Brian put his own fair-value read for Nvidia at about $290 and laid out a ladder of entry prices. He named $148 as the level where the stock would become a falling knife if financing the buildout gets expensive.
- 9
— Risk acknowledged
1:32 “So I went ahead and I looked at what Nvidia pays. Their cost of goods nearly doubled in a single year to $63 billion. Costs just happened to grow faster than the sales did. And that gap is the reason why the margin started to fall.”
He was explaining Nvidia's falling margin and tied it to large supply commitments for memory and manufacturing.
- 10
— Risk acknowledged
19:01 “Now, here's the part that's a little cringey. Nvidia has guaranteed up to $18 billion of its customers data center leases. So, if one of them can't pay, then Nvidia is the co-signer. They got to pay.”
He was reviewing Nvidia's quarterly sales, operating margin and valuation multiple as the anchor stock in a list of four.
- 11
— Risk acknowledged
6:00 “The only flaw I see is the profit share Nvidia keeps from each sale. It now leaves about 75 cents of every dollar after chip production costs. But memory chips have become so scarce and expensive that Nvidia expects that figure to drop to 71 or 72 cents in January.”
Brian was going over Nvidia's market share and sales growth before naming what he sees as its weakness.
- 12
— Valuation view
6:32 “So, any value below one is usually considered cheap for a growing company, and Nvidia's is around 0.36.”
Brian was explaining the PEG ratio, which compares price to earnings growth, and comparing Nvidia's valuation to Microsoft's.
No quote added since · 5 later videos from Business with Brian · covers videos through
Other creators on NVDA
All 10 creators on NVDA →- Chris SainBuying the dip+8.4%
- Stocks with JoshNamed as a pick+18.0%
- Tom NashBuying the dip+22.2%
- Adam KhooValuation view+15.7%
- Ticker Symbol: YOUTop conviction+6.8%
- Daniel PronkValuation view+4.0%
- Jerry RomineDisclosed buy+21.9%
- Everything MoneyMention+8.2%
More from Business with Brian
Business with Brian has spoken on camera about their own NVDA position; the latest, : Weight. See it in the disclosed holdings →
- Amazon AMZNValuation view-3.0%
- Broadcom AVGORisk acknowledged-13.5%
- Alphabet GOOGLValuation view+25.0%
- Micron MUValuation view+116.1%
- Microsoft MSFTValuation view+4.7%
- Meta METAValuation view-9.0%
How to read this
Quotes are short excerpts from Business with Brian's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is NVDA's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 57 of 57 videos published since 2025-09-10 covered; 244 Nvidia mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Business with Brian. Request a correction or removal