By Alex Sirois
Publication Date: 2026-10-12 11:15:00
Every time the market panics about AI and hammers Nvidia shares, one investor reaches for the buy button instead of the exit. Here is the specific case he makes for why this moment looks less like a warning and more…
I have bought NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) in calm months and ugly ones. Every time the market panics about AI, I add more. Last week gave me another chance when Nvidia, Oracle, CoreWeave and other AI stocks sank on an OpenAI revenue report. I bought again.
Why My Buy Button Stays Warm
The case is simple. NVIDIA sells the equipment that runs the AI economy, and its customers want more than it can build. On the latest call, management said customer forecasts point to growth doubling next year. NVIDIA still expects revenue to grow approximately 70% in fiscal 2028 because it can’t get enough supply. Jensen Huang put it simply: “Our demand is much higher than that.”
Investors of every size who kept adding to a company like this have built real wealth. Split-adjusted, NVIDIA shares went from $1.62 in October 2016 to $229.28 on October 9, 2026. That works out to a 14031.78% gain.
Three Numbers That Keep Me Adding
Growth is still speeding up. Second-quarter fiscal 2027 revenue reached $96.22B, up 105.8% year over year. Data Center revenue grew 117% to $89.02B. That was the 5th consecutive earnings beat. Third-quarter guidance calls for $108.0B, and that figure includes no China Data Center compute revenue.
Profits back up the growth. NVIDIA…
