Daniel Pronk on NVDA
Daniel Pronk on Nvidia (NVDA): the quotes, dated.
6 dated quotes about Nvidia stock (NVDA), selected from all 94 Daniel Pronk 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, 2026-10-19
- $217.09
- Price since the first quote, Oct 29, 2025
- +4.9%
- S&P 500 (SPY), same period
- +11.5%
- vs the S&P 500
- -6.6 pp
- Latest stance, Oct 8, 2026
- Valuation view
- Mentions found
- 162 in 29 of 94 videos
The short version
In October 2025 Daniel Pronk said they were not going to invest in stocks like Nvidia because their focus was on reasonable returns over long periods. In November 2025 they called Palantir far more overvalued than Nvidia and said Nvidia might not be massively overvalued if its high growth continued. Later that month they said demand for Nvidia's GPUs showed no sign of slowing. In December 2025 they said it was too early to tell whether Google's TPUs would hurt Nvidia. In May 2026 they questioned how durable Nvidia's revenue from hyperscaler spending would be. In October 2026 they linked Nvidia's forward PE of 19 to market concerns about the quality of its growth.
Summary of the quotes on this page. Updated .
What Daniel Pronk said last · Oct 8, 2026
Valuation view
“I think this is partly why Nvidia trades for a forward PE of only 19 while its revenues and earnings are growing tremendously. The market is clearly concerned about either the sustainability or the quality of Nvidia's growth in particular.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
NVDA from to . Price movement, not the creator’s realized return.
Price up since 5 of 6 quotes · Stock ahead of SPY: 3 of 6
Leaderboard result: Not scored (no clear directional call). How it is scored
Daniel Pronk’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.
Valuation view
I think Palanteer is way more overvalued than Nvidia. And there's actually an argument that Nvidia is not massively overvalued if they can continue their extremely high growth r…
Valuation view
I think this is partly why Nvidia trades for a forward PE of only 19 while its revenues and earnings are growing tremendously. The market is clearly concerned about either the s…
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 · 2025-09-15 → 2026-10-19 · 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 |
| 2026-10-19 | $217 |
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 · 2025-09-15 → 2026-10-19 · 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 |
| 2026-10-19 | $217 |
What Daniel Pronk said, when
- 1
— Avoid
23:49 “I'm not going to invest in your your Nvidias or your your very speculative stocks like Oaklo. Those are just not for me because what I am focused on is reasonable rates of returns for very long periods of time.”
Daniel Pronk was describing their investing approach, which focuses on businesses they believe deliver the best risk-adjusted returns.
- 2
— Valuation view
13:00 “I think Palanteer is way more overvalued than Nvidia. And there's actually an argument that Nvidia is not massively overvalued if they can continue their extremely high growth rates.”
Discussing Michael Burry's short positions in the most hyped AI names, which trade at high price multiples.
- 3
— Mention
3:13 “So Nvidia is definitely seeing a massive acceleration to their overall revenue. And I think that this is a fantastic thing for the business that's also showing us that demand for Nvidia's GPUs is not slowing down at all.”
Reviewing Nvidia's quarterly results, in which data center revenue rose from 41 billion to 51 billion quarter over quarter.
- 4
— Risk acknowledged
8:31 “In my opinion, it's way too early to tell if Google's TPUs are actually going to affect Nvidia's business in any meaningful way.”
Discussing reports that Google may sell its TPUs to third parties, and Nvidia's public response.
- 5
— Risk acknowledged
10:28 “I also think that this is why Nvidia stock isn't rallying as much as the rest of the market, even after ridiculously good results. The revenue from Nvidia comes from hyperscaler spending, and it has to slow down eventually. So, the durability of revenue and cash flows is questionable over the longer term.”
Discussing how long hyperscaler spending on AI can keep growing.
- 6
— Valuation view
5:18 “I think this is partly why Nvidia trades for a forward PE of only 19 while its revenues and earnings are growing tremendously. The market is clearly concerned about either the sustainability or the quality of Nvidia's growth in particular.”
Discussing circular financing in the AI sector, including Nvidia giving its own customers money to buy its chips.
No quote added since · 2 later videos from Daniel Pronk · covers videos through
Also disclosed on the portfolio page
Daniel Pronk’s own NVDA trades from videos this timeline does not quote. They are listed, not counted: the price change and the call record above use the quotes only.
— Not holding
“I don't own Nvidia. I don't own Microsoft.”
Other creators on NVDA
- Tom NashBuying the dip+23.2%
- Adam KhooValuation view+16.6%
- Chris SainBuying the dip+9.3%
- Business with BrianValuation view+15.7%
- Everything MoneyMention+9.1%
- Joseph CarlsonRisk acknowledged+17.4%
More from Daniel Pronk
All 8 companies →Daniel Pronk has spoken on camera about their own NVDA position; the latest, : Not holding. See it in the disclosed holdings →
- Amazon AMZNDisclosed buy+2.9%
- Brookfield BAMDisclosed holding+0.8%
- Meta METAHold, bullish-2.7%
- MercadoLibre MELIValuation view-10.0%
- Alphabet GOOGLValuation view+42.9%
- Microsoft MSFTMention+33.5%
How to read this
Quotes are short excerpts from Daniel Pronk'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 2026-10-19. 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: 94 of 94 videos published since 2025-09-10 covered; 162 Nvidia mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal