X 討論Nvidia added $150B to its share repurchase program, lifting remaining buyback capacity to $235B through FY28 — the largest authorization increase in U.S. history. Traders are arguing over whether Jensen Huang is signaling the stock is undervalued or whether a record buyback near the top of the AI capex cycle marks a peak capital-return phase. The debate sets the floor under NVDA into the next cash-flow prints.
多頭Management is buying because Nvidia is undervalued and still printing AI cash. The $150B add takes remaining capacity to $235B through FY28, and Jensen Huang has called the stock quite inexpensive while urging holders to buy more.
空頭An authorization is not a commitment, and the size is still small against the market cap. Record buybacks near the top of an AI cycle read as fewer high-return places for cash, with much of the buying offsetting stock-comp dilution rather than shrinking the share count.
貼文
多頭論據
@GerberKawasakiLargest buyback ever proves the stock is too cheap for Jensen to ignore
@moonbagAnother $150B authorization lifts remaining buyback capacity to $235B — unmatched firepower in one go
空頭論據
@MichaelalderyanBuyback equals only ~2% of market cap and is a joke; shorting more NVDA
@aapakari2.7% of market cap is a trim, not proof Jensen thinks the stock is cheap
@ProflexFinanceAuthorization is not a commitment; four top-ups in ~25 months and buybacks often just offset dilution
中立觀點
@KobeissiLetterNvidia approved a $150B buyback increase, bringing total remaining authorization to $235B — the largest in U.S. history