Record #7509
AI infrastructure players, specifically Nvidia, will show significant stock weakness in late 2026 and early 2027
PendingRecorded occurrence
Each quote retains its own speaker, episode, publication date, timestamp when available, and full-source link.
Occurrence 1 of 1 · source record #7509 Pivot · Military Testosterone Screenings, Diarrhea Parasite Politics, and Data Center Debates
Original quoteAnd then I think the next shoe to drop, where I think we're going to start to see weakness in the infrastructure players, specifically in videoing in later part of this year, beginning and next year.
Quote begins at 48:39
Prediction time2026-07-17
Exact speaking time unavailable; using the official episode publication date.
Episode published2026-07-17
FirmnessLoose
TopicElections
Resolve by2027-03-31
Boldness55 · Notable
How the call settles
Nvidia's share price suffers a material drawdown (roughly 20%+ off its high) between roughly October 2026 and March 2027
Our reasoning
Pending. It will be judged only by this stored rule: Nvidia's share price suffers a material drawdown (roughly 20%+ off its high) between roughly October 2026 and March 2027 Deadline or event: 2027-03-31.