By Gabe Ross
Publication Date: 2025-11-24 08:58:00
Nvidia Corporation (NASDAQ:NVDA) once again kicked the door off the hinges with its Third Quarter Fiscal 2026 results. The company’s revenues reached a new record of $57 billion – up 62% year-over-year and 22% sequentially – while its GAAP and non-GAAP gross margins were both north of 73%.
TipRanks Black Friday Sale
“Off the charts,” “sold out,” and “growing exponentially” were all used by CEO Jensen Huang to describe Nvidia’s performance. “We’ve entered the virtuous cycle of AI,” explained the CEO, referencing how compute demand just keeps accelerating and compounding.
However, another type of cyclical activity is worrying investors, namely the circular financing in which billions of dollars in AI funding are exchanging hands between a handful of players. This has sparked fears among some that we are on the precipice of an AI bubble.
These concerns have no doubt been pressuring NVDA’s share price, which has sunk by 4% following its stellar earnings report last week.
One top investor known by the pseudonym JR Research argues that the market is not fully appreciating Nvidia’s future potential.
“Put aside AI bubble fears right now, as Nvidia’s bull case is far from imploding, allowing long-term buyers to capitalize on the irrational fear-driven sell-off,” explains the 5-star investor, who is among the top 2% of stock pros covered by TipRanks.
While JR acknowledges that these worries have some merit, the investor also…
