Can Nvidia hit $6 trillion? Wedbush's Matt Bryson on memory, open-weight AI and Intel

2 SOURCES CONFIRMED · FIRST SEEN 2026-10-06 01:35 UTC · LAST UPDATE 2026-10-06 02:15 UTC

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DIRECTION▲ Bullish

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STORY SIZE2 RECORDS

FIRST SEEN2026-10-06 01:35 UTC

LAST UPDATE2026-10-06 02:15 UTC

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01 THE MACHINE READ

WHY IT MATTERS.

A bull case tying Nvidia's upside to tight memory supply frames scarcity as supportive rather than a constraint on AI demand.

Memory scarcity reframed as Nvidia tailwind, not headwind

CATALYST TO WATCH

Nvidia earnings and memory supply data

MAIN RISK

Memory shortage could cap unit shipments

FULL DISPATCH

As Nvidia approaches a fresh record high, Wedbush Managing Director Matt Bryson breaks down what it would take for the chipmaker to reach a $6 trillion market cap, why tight memory supply may actually help Nvidia, and why he doesn't think there will be enough memory next year. Bryson also weighs in

02 THE STORY SO FAR

THE RECORD, IN ORDER.

UPDATED 2 TIMES · FIRST 2026-10-06 01:35 UTC · LAST 2026-10-06 02:15 UTC

2026-10-06 01:35 UTCVideoCan Nvidia hit $6 trillion? Wedbush's Matt Bryson on memory, open-weight AI and IntelCURRENT RECORD

2026-10-06 02:15 UTCNews🇺🇸 Wall Street keeps climbing The Nasdaq hit another record, Nvidia gained 2% and pushed past a $5.7 trillion valuation, while Microsoft, Meta and Tesla also finished higher. The big question is whether higher bond yields eventually make borrowing expensive enough to slow the A

03 WHO'S INVOLVED