{"version":"market-claims.v1","claim":{"id":"mcl_d6225ce4bb18ebfb0b","url":"/trace/claims/mcl_d6225ce4bb18ebfb0b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"NVIDIA at 15x '27 / 12x '28 is a catch-up trade in the most dominant AI compute name; valuation undemanding.","confidence":0.72,"expert":{"slug":"danielsloeb1","displayName":"Daniel S. Loeb","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/0b936552-4","url":"/trace/experts/danielsloeb1","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=vhTi_8QwXjg&t=2549s","sourceUrl":"https://youtube.com/watch?v=vhTi_8QwXjg","timecode":"42:29","startMs":2549000,"endMs":null,"excerpt":"I mean, you can still buy NVIDIA. Maybe the multiple's slightly higher right now. I mean, there's such a catch-up trade in NVIDIA at 15 times 27, 12 times 28 for the most dominant, fastest, I don't know if it's the fastest growing, but very fast growing company at its size."},"performance":{"entryPrice":213.17,"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":"danielsloeb1","displayName":"Daniel S. Loeb","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/0b936552-4","url":"/trace/experts/danielsloeb1","claimed":false},"source":{"platform":"YOUTUBE","title":"Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy","sourceUrl":"https://youtube.com/watch?v=vhTi_8QwXjg","publishedAt":"2026-05-28T16:17:35.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=vhTi_8QwXjg&t=2549s","sourceUrl":"https://youtube.com/watch?v=vhTi_8QwXjg","timecode":"42:29","startMs":2549000,"endMs":null,"excerpt":"I mean, you can still buy NVIDIA. Maybe the multiple's slightly higher right now. I mean, there's such a catch-up trade in NVIDIA at 15 times 27, 12 times 28 for the most dominant, fastest, I don't know if it's the fastest growing, but very fast growing company at its size.","quote":"I mean, you can still buy NVIDIA. Maybe the multiple's slightly higher right now. I mean, there's such a catch-up trade in NVIDIA at 15 times 27, 12 times 28 for the most dominant, fastest, I don't know if it's the fastest growing, but very fast growing company at its size.","speaker":"Dan Loeb"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":213.17,"currency":"USD","observedAt":"2026-05-28T16:17:35.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"NVDA","assetClass":"EQUITY","price":213.17,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:NVDA","observedAt":"2026-05-28T16:17:35.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}