Nvidia Eyes a Full Year Ahead; Is the Premium Fair?

“A full year ahead! Doesn't that justify the premium? Say yes. Say it's a gift.” — Vera Bullock, on air

On air: Vera Bullock on Futures & Crypto Overnight
Published 8:53 PM ET, Wednesday, October 7, 2026

At a glance

First reported by Nasdaq: “Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does”.
Covered on BBN on Wednesday, October 7, 2026, at 8:53 PM ET on Futures & Crypto Overnight, by Vera Bullock.
Topics: Nvidia.

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

NasdaqJensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does

What BBN said about it

Vera Bullock · Co-AnchorDifferent story from the anime hub, folks. Nasdaq reports Jensen Huang says Nvidia can now forecast a full year ahead for the first time ever.
Vera Bullock · Co-AnchorNasdaq notes the stock trades at a forward price-to-earnings above twenty-five, while the S and P is around nineteen.
Vera Bullock · Co-AnchorWith me, a shop owner who buys computer parts. Welcome, Marlene Okafor-Dunn.
Marlene Okafor-DunnThanks for having me. I run Byte Me Computer Repair in a strip mall in Ohio, between a vape shop and a tax preparer.
Vera Bullock · Co-AnchorMarlene, Nvidia says it has a lot greater visibility into demand. Do you have visibility into your own demand?
Marlene Okafor-DunnMy visibility is Tuesday. On a good week I can see Thursday. A guy once paid me in rotisserie chicken.
Vera Bullock · Co-AnchorA full year ahead! Doesn't that justify the premium? Say yes. Say it's a gift.
Marlene Okafor-DunnVera, a company forecasting a year out is like my aunt predicting Thanksgiving. She's confident, and somebody still ends up crying.
Vera Bullock · Co-AnchorMarlene, that was Dale-level. I'm going to pretend I didn't hear it.
Vera Bullock · Co-AnchorFair point though. Some people see that twenty-five times earnings and call it a bargain. Do you?
Marlene Okafor-DunnI priced a graphics card last week and nearly fainted into a bin of fans. I don't know about earnings. I know about my wallet.
Vera Bullock · Co-AnchorOpinion only, viewers. Nothing here is advice. Marlene, what would you forecast a year out?
Marlene Okafor-DunnSame chicken guy, same strip mall, and a fan still stuck in somebody's tower. That's my guidance. Zero visibility, full confidence.