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Part 39: VladStocks: Nike Dropped Off the S&P100 After 18 Years, Time to Buy?
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On VladStocks, DJ Vlad breaks down Nvidia’s historic $150 billion stock repurchase, surpassing Apple’s previous $110 billion buyback record, and what it could signal for investors watching the AI market. Vlad reviews his own Nvidia position, discusses CEO Jensen Huang’s confidence in the company, and explains how buybacks can reduce shares outstanding and potentially increase shareholder value.
The episode also compares Nvidia’s valuation and P/E ratio with Tesla, touches on Amazon, Google, Bitcoin, SpaceX, OpenAI, Anthropic, Warren Buffett’s Berkshire Hathaway, and the lessons of past market bubbles. Vlad weighs the risks of an AI bubble, investor FOMO, and possible market corrections while asking whether Nvidia’s cash-rich move suggests the stock may still be undervalued.
Are you buying Nvidia, holding, or waiting for a pullback? Join the conversation in the comments.
