Dan Loeb calls Nvidia reasonably valued at 15x forward earnings, dismisses AI bubble talk
Dan Loeb, founder of Third Point, believes Nvidia is reasonably valued at 15 times its forward earnings. He argues that the current AI investment cycle is different from the dot-com era due to substantial cash flows from major tech companies. Third Point has been actively increasing its Nvidia holdings while also investing in Hut 8, a Bitcoin mining company expanding into AI infrastructure.
- ▪Dan Loeb argues that Nvidia is attractively priced at 15 times its 2027 forward earnings.
- ▪Third Point has been building its Nvidia position over four consecutive quarters in 2025.
- ▪Loeb dismisses the AI bubble narrative, citing real cash flows from hyperscalers as a key difference from the dot-com era.
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Dan Loeb calls Nvidia reasonably valued at 15x forward earnings, dismisses AI bubble talk The Third Point founder argues that real cash flows from hyperscalers separate today's AI boom from the dot-com era, while quietly building positions across AI infrastructure. Share Add us on Google by Editorial Team May. 30, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Dan Loeb, the hedge fund manager behind Third Point, wants you to know…
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