Lead idea
NVIDIA's growth runway extends to 2030
The bull case presented for NVIDIA is that the AI build-out is still in its early innings, with revenue growth expected to remain near 90% into 2027 and a multi-year runway ahead. Bloomberg Surveillance TV (Chief Economist at New Century Advisors) argued it on Bloomberg Surveillance’s “Bloomberg Surveillance TV: August 28th, 2026”, aired 28 August 2026. Gene Munster argued that NVIDIA's journey from $27 billion in revenue in 2022 to a projected $750 billion in 2027 is 'breathtaking', and that the company is 'probably in the third inning of this build-out'.
BLOOMBERG SURVEILLANCE · “Bloomberg Surveillance TV: August 28th, 2026” · 2W AGO