By Alex Sirois
Publication Date: 2026-10-28 14:45:00
NVIDIA already commands a $5.26 trillion market cap, and one corner of its balance sheet carries enough risk to unsettle even the most committed bulls. Here is why the numbers still point toward $6 trillion and why I keep buying…
I keep following NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and every earnings report gives me another reason for conviction. The company has a $5.26 trillion market cap today. I don’t see a clearer path to $6 trillion anywhere else in the market. The race for the title of world’s most valuable company has tightened lately, and that makes me more patient with each purchase.
Why My Conviction in NVIDIA Keeps Growing
NVIDIA builds the foundation floor of the AI economy, and demand still exceeds supply. Jensen Huang said it clearly on the latest call: “Even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%.” That 70% is the revenue growth NVIDIA expects in fiscal 2028. When a company says its main limit is how fast it can build, demand is setting the pace.
Three Receipts Behind My Conviction
First, growth keeps speeding up. Q2 FY2027 revenue reached $96.22 billion, up 105.8% year over year and ahead of the $92.07 billion consensus. Non-GAAP EPS of $2.22 made it the fifth consecutive beat. Management guided Q3 revenue to $108 billion ±2%, and that figure leaves out China Data Center compute entirely.
Second, the economics get better with each generation. NVIDIA puts its revenue opportunity per…
