Tom Nash on Nvidia (NVDA): the quotes, dated.
14 dated quotes about Nvidia stock (NVDA), selected from 72 of the 73 Tom Nash 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, Sep 18, 2025
- +22.2%
- S&P 500 (SPY), same period
- +16.6%
- vs the S&P 500
- +5.6 pp
- Latest stance, Oct 19, 2026
- Buying the dip
- Mentions found
- 304 in 57 of 72 videos
The short version
In September 2025 Tom Nash put Nvidia in their top tier of staple stocks, and in October 2025 called it one of the best picks-and-shovels sellers. In November 2025 they suggested trimming 10–30% of large gains, noted the price was very high, and credited Nvidia with 80–90% of the GPU market and the pole position for the next decade. From January to March 2026 they kept recommending it, saying in February that Nvidia and AMD together held about 90% of the GPU market. In March 2026 they called it dirt cheap at 15 times 2027 earnings, and in May 2026 a quasi-monopoly under 24 times earnings. In July and September 2026 they cited multiple capex cycles ahead and a falling price-to-sales ratio, and in October 2026 presented a 6% decline as a buying setup.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Oct 19, 2026
Buying the dip
“But, here's the setup. Nvidia is actually down 6% in the past 30 days. That's element one out of three. You have a price decline.”
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 12 of 14 quotes · Stock ahead of SPY: 9 of 14
Leaderboard result: In line with the market (6 months, → ). How it is scored
Tom Nash’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
If you take a look at now at Nvidia, it's actually trading at 2027 forward PE of 15 times. The 5-year average for Nvidia is 64. Nvidia's currently trading 77% below the 5-year a…
Valuation view
In the compute layer, we have Nvidia, which is a quasi-monopoly. We have ASML, which is a monopoly. TSMC, which is a monopoly. And AMD, who is actually generating a lot of busin…
Valuation view
Let's look at the ones I like, Nvidia and Palantir. Completely different stories, by the way. Nvidia is actually not even expensive.
Valuation view
Nvidia is a prime example of my point. Revenue growth 106%. Quarter overquarter up 18%. That's a multi- trillion dollar company guided for 70%. Price to sales went down from 25…
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 · 2025-08-19 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $174 |
| 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 · 2025-08-19 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $174 |
| 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 Tom Nash said, when
- 1
— Named as a pick
18:54 “In tier one we have Tesla, Nvidia and Palunteer. Those are the staples I think that should be in any portfolio.”
He was presenting a partial list of stocks in three tiers that he considered a good start for investing at the time.
- 2
— Named as a pick
15:40 “The best picks and shovel sellers are Nvidia and Palanteer. The only difference is that Nvidia is already a $5 trillion company and Palanteer is a $500 billion company.”
Corrected · corrections log
- 3
— Conditional
9:12 “If you've made money on Palanteer or on Tesla or Nvidia over the past few years and now you're sitting on a huge amount of unrealized profits, it would be foolish not to trim 10% 20% even maybe 30% so that you can lock in these profits without taking yourself out of the game.”
Tom Nash called these wonderful companies that were not selling at a discount, and advised viewers with large gains to lock in some profits rather than sell out entirely.
- 4
— Risk acknowledged
12:22 “Nvidia has flown up a lot. The stock price is very high. Maybe it's cheap, maybe it's not cheap. Depends on what the future brings.”
- 5
— Named as a pick
12:33 “Nvidia actually has the pole position of the next decade. As far as any company goes, they are controlling somewhere between 80 and 90% of the GPU market.”
Corrected · corrections log
- 6
— Named as a pick
0:15 “Nvidia is still a world-class stock that needs to be in every top stocks list. That's not going to change.”
Corrected · corrections log
- 7
— Named as a pick
13:32 “Nvidia, AMD are here because they are GPU makers and they hold about 90% of the GPU market. One is up 1,200% since we added it.”
- 8
— Named as a pick
15:38 “Nvidia with GPUs is not going to get hurt by Google. It has its own thing, and GPUs are not going anywhere. These are the building blocks of AI. Nvidia is going to be massive.”
He was discussing Google Cloud's growth from its own TPU chips and going through AI infrastructure companies.
- 9
— Valuation view
6:56 “If you take a look at now at Nvidia, it's actually trading at 2027 forward PE of 15 times. The 5-year average for Nvidia is 64. Nvidia's currently trading 77% below the 5-year average of its price-to-earnings ratio based on 2027 earnings. That we can certainly say is dirt cheap, okay?”
He was discussing individual tech stocks that he said were trading at discounts during a market sell-off.
- 10
— Valuation view
8:59 “In the compute layer, we have Nvidia, which is a quasi-monopoly. We have ASML, which is a monopoly. TSMC, which is a monopoly. And AMD, who is actually generating a lot of business despite being number two in the category. That's how big this market is, okay? Nvidia is currently trading at sub-24 PE.”
Corrected · corrections log
- 11
— Named as a pick
10:25 “And also, Nvidia has multiple capex cycles ahead. Every time we're going to complete a capex cycle, new technology will come out because the demands of AI go up, new redeployment of new GPUs, and new equipment. It's not telecom. Compute gets old very fast. So, Nvidia has at least five or six capex cycles ahead until it even starts to slow down.”
In a video on the best AI stocks to buy, he described Nvidia as the engine of the AI compute layer, with a software ecosystem that is hard to leave.
- 12
— Valuation view
15:38 “Let's look at the ones I like, Nvidia and Palantir. Completely different stories, by the way. Nvidia is actually not even expensive.”
- 13
— Valuation view
9:52 “Nvidia is a prime example of my point. Revenue growth 106%. Quarter overquarter up 18%. That's a multi- trillion dollar company guided for 70%. Price to sales went down from 25 to 18.”
Corrected · corrections log
- 14
— Buying the dip
13:33 “But, here's the setup. Nvidia is actually down 6% in the past 30 days. That's element one out of three. You have a price decline.”
In a video on stocks to buy during a market dip, Tom Nash named Nvidia first and presented its recent price decline as part of the setup for buying, alongside short chip cycles and a large moat.
No quote added since · 1 later video from Tom Nash · 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%
- Adam KhooValuation view+15.7%
- Ticker Symbol: YOUTop conviction+6.8%
- Daniel PronkValuation view+4.0%
- Jerry RomineDisclosed buy+21.9%
- Business with BrianValuation view+14.8%
- Everything MoneyMention+8.2%
More from Tom Nash
All 15 companies →- Arista ANETBuying the dip+40.8%
- Alphabet GOOGLNamed as a pick+7.1%
- Palantir PLTRValuation view+49.8%
- AMD AMDMention+184.0%
- Bloom Energy BERisk acknowledged-6.8%
- CrowdStrike CRWDMention+109.5%
How to read this
Quotes are short excerpts from Tom Nash'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: 72 of 73 videos published since 2025-09-10 covered; 304 Nvidia mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal