Sven Carlin on NVDA
Sven Carlin on Nvidia (NVDA): the quotes, dated.
8 dated quotes about Nvidia stock (NVDA), selected from all 352 Sven Carlin 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, 2026-11-02
- $202.06
- Price since the first quote, Oct 28, 2025
- +0.5%
- S&P 500 (SPY), same period
- +9.5%
- vs the S&P 500
- -9.0 pp
- Latest stance, Aug 3, 2026
- Risk acknowledged
- Mentions found
- 261 in 75 of 352 videos
The short version
In October 2025 Sven Carlin said Nvidia could not lose market share for now but faced plenty of competitors. In November 2025 they said Nvidia's numbers looked perfect, warned that semiconductor booms usually turn to busts and called the stock too risky for them. In February 2026 they estimated a likely 5% long-term return. In March 2026 they said they would go short if Nvidia reached 6–7 trillion. In April 2026 they did not want to bet on its success lasting. In June 2026 they called it fairly priced if conditions continued. In August 2026 they named customer financing as a risk.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Aug 3, 2026
Risk acknowledged
“However, to keep on growing, Nvidia needs to finance the customers so that the customers buy back Nvidia's chips at higher prices.”
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 7 of 8 quotes · Stock ahead of SPY: 4 of 8
Leaderboard result: Not scored (no clear directional call). How it is scored
Sven Carlin’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
But all else equal 5% likely long-term return still going to 8 trillion over the long term which is still something
Valuation view
And we discussed Nvidia. All else equal, it's fairly priced if the environment continues as is. If the hyperscalers keep spending, etc., etc.
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 · 2025-09-29 → 2026-11-02 · 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 |
| 2026-10-30 | $205 |
| 2026-11-02 | $202 |
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 · 2025-09-29 → 2026-11-02 · 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 |
| 2026-10-30 | $205 |
| 2026-11-02 | $202 |
What Sven Carlin said, when
- 1
— Risk acknowledged
3:19 “Can Nvidia lose market share? It is impossible for now, but there are plenty of players out there.”
Discussing what could go wrong when investing in Nvidia, including slower growth than the 40% being projected.
- 2
— Risk acknowledged
1:13 “And if you ask me, if I look at Nvidia, all great, the numbers, the backlog, the orders, the sales, the prices, the margins, everything looks perfect. But I also know that in the semiconductor industry, when there is a boom, usually there follows a bust.”
Contrasting stocks that had fallen with Nvidia, which had risen sharply.
- 3
— Avoid
14:38 “However, there is the semicycle. If the investments don't look profitable as they are expected, the new tech is coming, things like that. Too risky for me.”
Reviewing a viewer's portfolio that held Nvidia and estimating what market capitalization Nvidia would need in five years to give a good return.
- 4
— Valuation view
5:01 “But all else equal 5% likely long-term return still going to 8 trillion over the long term which is still something”
Estimating Nvidia's likely long-term return from its market capitalization and growth expectations.
- 5
— Conditional
18:45 “Or my option I don't have to do anything. But if Nvidia goes to 6 7 trillion wake me up and I'll go short.”
After summarizing Jensen Huang's talks, discussing that both long and short trades on Nvidia were possible.
- 6
— Avoid
4:30 “With Nvidia, great success over the last few years, the key question is, will it last? And my answer is, I don't know. Some of you are convinced, some are less convinced. I guess we will see. We will see is not a bet I want to take for my portfolio.”
Reviewing Magnificent 7 stocks after price declines and whether Nvidia's dominance would persist.
- 7
— Valuation view
1:37 “And we discussed Nvidia. All else equal, it's fairly priced if the environment continues as is. If the hyperscalers keep spending, etc., etc.”
Discussing allocation and risk, including a possible reversal of the semiconductor and AI cycle.
- 8
— Risk acknowledged
2:35 “However, to keep on growing, Nvidia needs to finance the customers so that the customers buy back Nvidia's chips at higher prices.”
Discussing Nvidia's growth and P/E ratio alongside circular financing in the AI industry.
No quote added since · 74 later videos from Sven Carlin · covers videos through
Other creators on NVDA
All 11 creators on NVDA →- Adam KhooValuation view+8.5%
- Chris SainBuying the dip+1.7%
- Stocks with JoshNamed as a pick+10.7%
- Tom NashBuying the dip+14.7%
- Ticker Symbol: YOUTop conviction+0.2%
- Daniel PronkValuation view-2.4%
- Jerry RomineDisclosed buy+14.4%
- Business with BrianValuation view+7.7%
More from Sven Carlin
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- Nike NKEAvoid-35.7%
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- Berkshire BRK-BValuation view+15.5%
- Meta METAValuation view+5.6%
- Microsoft MSFTValuation view+37.0%
How to read this
Quotes are short excerpts from Sven Carlin'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 2026-11-02. 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: 352 of 352 videos published since 2025-09-10 covered; 261 Nvidia mentions found. Prices as of 2026-11-02.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal