$NVDA - NVIDIA Q3 EARNINGS PREVIEW (NOV 19, 2025)
Nvidia reports fiscal Q3 results after the close on Wednesday. The print is widely seen as a key test for the sustainability of the AI bull market.
Why it matters
๐ธ Nvidia is ~8% of the S&P 500
๐ธ Stock down >10% in November amid broader tech pullback and rising AI-bubble worries
๐ธ Still up ~36% YTD but facing questions on valuations, GPU depreciation, supply/demand balance, and competition
Consensus expectations (LSEG)
๐ธ Revenue: $54.9B (+56% YoY)
๐ธ EPS: $1.25
๐ธ Q4 (Jan) guidance: ~$61.4B (accelerating growth)
Key bullish points
๐ธ CEO Jensen Huang recently said $500B in 2025โ2026 orders already booked
๐ธ Major cloud customers remain capacity-constrained
๐ธ Blackwell (GB200/GB300) and upcoming Vera Rubin ramps on track
๐ธ Analysts see AI data-center buildout still in early innings (multi-year, hundreds of billions in spend)
Potential risks / reasons for caution
๐ธ Extremely high bar: even a strong beat may not move the stock much
๐ธ Growing investor scrutiny on hyperscaler CapEx sustainability, power constraints, and possible margin pressure from rising component costs
๐ธ Some fear an โAI bubbleโ narrative could dominate regardless of results
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โIf you didnโt understand what I just said, you have 4 months to learn.โ
open your fucking eyes and recognise the pattern; they attacked during the super bowl, the grammys, the oscars and once again now during the met gala, all these westernised distractions so they can continue committing their cruel and inhumane genocide on the innocent people of ๐ต๐ธ