Jensen Huang
Nvidia
Photo: Editorial (Option A policy, Jun 10, 2026) - owner-supplied
First call on the ledger
1 still on the clock. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
On the clock
Written down and dated. Not judged until the deadline arrives.
Nvidia expects “$1 trillion” in purchase orders for Blackwell and Vera Rubin through 2027.
Nvidia since the call: ▲ +20.6% · 183.2 → 221.0 · as of 2026-08-05
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
BullSemis
decade-scale demand view. hedged on tape (my guess / probably); he caps the feasible pace at ~doubling per year
“the semiconductor industry is probably going to have to be 10 times larger than it is today”
NeutralSemis
Korea partnerships scale. STANCE corrected bull->neutral: a deal announcement, not a market call; window says OVER $500B, no timeframe
“$500 billion of business with each other”
Nvidia since this was said: ▲ +6.8% · 206.8 → 221.0 · as of 2026-08-05
NeutralAi Open
open-weight models stance. STANCE corrected bull->neutral: policy advocacy, no asset direction
“open models is essential for safety”
Follow Jensen Huang
One short email when Jensen puts a new call on the record, and when a verdict lands on one. Plain words, free.
Before you trust the call, check the record.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.