{"version":"market-claims.v1","claim":{"id":"mcl_2c4836b0339ed78898","url":"/trace/claims/mcl_2c4836b0339ed78898","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Nvidia is as cheap versus the market as it has been in a decade, and its price builds in an unfathomable amount of share loss that simply will not happen.","confidence":0.72,"expert":{"slug":"gavinsbaker","displayName":"Gavin Baker","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/cd53f765-6","url":"/trace/experts/gavinsbaker","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Mmj_G9RlW-I&t=3818s","sourceUrl":"https://youtube.com/watch?v=Mmj_G9RlW-I","timecode":"63:38","startMs":3818000,"endMs":null,"excerpt":"something like NVIDIA, which is still... in early April is essentially as cheap as it gets relative to the market, like in the last 10 or 12 years... It's very hard to square that valuation with something like GE Vernova's valuation because it builds in like an unfathomable amount of share loss for Nvidia."},"performance":{"entryPrice":224.22,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"gavinsbaker","displayName":"Gavin Baker","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/cd53f765-6","url":"/trace/experts/gavinsbaker","claimed":false},"source":{"platform":"YOUTUBE","title":"Watts, Wafers, and the Future of AI Infra | Gavin Baker","sourceUrl":"https://youtube.com/watch?v=Mmj_G9RlW-I","publishedAt":"2026-05-20T12:00:40.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Mmj_G9RlW-I&t=3818s","sourceUrl":"https://youtube.com/watch?v=Mmj_G9RlW-I","timecode":"63:38","startMs":3818000,"endMs":null,"excerpt":"something like NVIDIA, which is still... in early April is essentially as cheap as it gets relative to the market, like in the last 10 or 12 years... It's very hard to square that valuation with something like GE Vernova's valuation because it builds in like an unfathomable amount of share loss for Nvidia.","quote":"something like NVIDIA, which is still... in early April is essentially as cheap as it gets relative to the market, like in the last 10 or 12 years... It's very hard to square that valuation with something like GE Vernova's valuation because it builds in like an unfathomable amount of share loss for Nvidia.","speaker":"Gavin Baker"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":224.22,"currency":"USD","observedAt":"2026-05-20T12:00:40.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"NVDA","assetClass":"EQUITY","price":224.22,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:NVDA","observedAt":"2026-05-20T12:00:40.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}