Why Two CNBC Panelists Were Very Bearish on Nvidia (NVDA) Stock

Two investors who appeared together on an episode of CNBC’s Fast Money last week both expressed pessimism about Nvidia (NVDA) stock and urged investors to sell the shares of the chip maker.

Guy Adami and Dan Nathan both had very negative takes on the chip giant’s outlook.

Adami is the Director of Advisor Advocacy at Private Advisor Group, while Nathan is the principal of RiskReversal Advisors.

Why Adami Was Bearish on NVDA

Although Nvidia held its low of around $90 recently, it “continues to trade poorly, ” Adami said. “I’d sell” the stock,” he concluded.

Why Nathan Was Bearish on NVDA

After Nvidia was prohibited from selling many chips to China by the Trump administration, Nathan believes that those unsold chips will “create a huge inventory problem” for NVDA.

Additionally, China was supposed to be “a huge” growth engine for NVDA, according to the investor, who noted that China had accounted for 13% of the company’s sales in 2024.

Nathan predicted that NVDA stock would ultimately fall 50% below its high.

The Recent Price Action of NVDA Stock 

In the last month, the shares have sunk 8.5%, while they are down 29% in the last three months.

While we acknowledge the potential of NVDA, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.