Wall Street’s lone Nvidia bear is doubling down on his call, with high conviction

MarketWatch Published Updated Technology
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Affected assets and topics

NVIDIA

Why it matters

Seaport Research analyst Jay Goldberg remains bearish on Nvidia's stock despite its current performance, reaffirming his negative view for 2026.

Expected market reaction

Bearish Confidence 78% How confidence is read Impact: Moderate

Market impact analysis based on bearish sentiment with 78% confidence.

Evidence trail

Evidence
Source MarketWatch
Claim Wall Street’s lone Nvidia bear is doubling down on his call, with high conviction
AI inference Bearish · 78%
Generated 2025-12-15 21:25

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
22686

Original source

Seaport Research’s negative view of Nvidia’s stock hasn’t panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026.

Read the full article on MarketWatch

Original article published by MarketWatch on December 16, 2025. Analysis and insights provided by AnalystMarkets AI.

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Llama 3.1 8B Instant (Groq) · 33.3% correct across 45 scored calls on equities See the full record