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

Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on Nvidia.

That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia

NVDA with a sell rating in late April, the stock has advanced 62%.