By Gabe Ross
Publication Date: 2025-11-25 09:20:00
There’s no denying the magnificent success of Nvidia Corporation (NASDAQ:NVDA), which once again delivered a record-breaking quarterly report. Indeed, the company continues to ascend to new summits, and remains the dominant force in the AI universe.
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“AI is going everywhere, doing everything, all at once,” shared CEO Jensen Huang, and his exuberance was certainly understandable.
Quarterly revenues of $57 billion were a sequential jump of 22% from the previous quarter, and also represented a 62% year-over-year leap. The company is pocketing substantial amounts of this cash, with both GAAP and non-GAAP gross margins north of 73%.
Still, worries of an AI bubble haven’t fully gone by the wayside. Despite the incredible numbers, NVDA shares have been trading mostly sideways since the November 15 earnings report.
Top investor Geoffrey Seiler understands some of this caution, and is raising his eyebrow at one growing figure in particular.
“While the report and guidance were strong, the one red flag with Nvidia’s report was that the company continues to see its accounts receivable balloon,” explained the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.
Seiler notes that this figure shot up to $33.4 billion, a year-over-year increase of 89% that outpaced the company’s strong revenue growth. The investor points out that rapid surges with accounts receivable – or the amount of money owed for…
