🚀 Nvidia Earnings Blowout: Did Jensen Just Reignite the AI Rally?
Chip Stocks Ready for a Fresh Run?
NVDA JUST CRUSHED EARNINGS AGAIN — and the market is reacting exactly the way bulls hoped.
Nvidia posted another blockbuster quarter, beating on both top and bottom lines:
EPS: $1.30 vs $1.25 expected 🟢
Revenue: $57B vs $54.9B expected 🟢
This wasn’t a “small beat.” This was a confirmation beat — the type that tells Wall Street the AI demand wave is still accelerating, not flattening.
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🔥 1. Jensen Huang Sets the Tone — “No AI Bubble”
During the call, Jensen doubled down on his stance:
> “AI demand is structurally increasing. This is not a bubble. It is the next industrial revolution.”
That quote alone is enough to send sentiment soaring.
And guess what?
Institutions LOVE when management sounds confident.
When the CEO of the world’s most important AI company says the growth runway is long — money listens.
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⚡ 2. Data Center Revenue → The Real Monster
Nvidia’s data center business is already massive, but this quarter?
It essentially screamed:
“Hyperscalers still can’t get enough chips.”
Cloud providers, sovereign AI buyers, and enterprise adoption all grew in parallel — something we haven’t seen since the early GPU boom.
This is exactly what a sustainable uptrend looks like.
If data center remains this strong next quarter → AI rally 2.0 may be underway.
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📈 3. NVDA Was Oversold — This Earnings Just Reset the Chart
Last week’s selloff?
A shakeout. A reset. Nothing more.
With this earnings beat:
The $180–190 zone now looks like a solid higher low
Momentum is flipping bullish again
Semis across the board are catching a bounce
Short interest is getting squeezed
The market was praying for a catalyst —
Nvidia just delivered it.
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🔥 4. Can Nvidia Lead the Market Back Toward New Highs?
If NVDA pushes above $200+ this week, it could trigger:
Algo trend reversals
Sector-wide rotation back into AI
Renewed inflows into SMH, SOXX, and AI-related names
A new leadership leg for the S&P and Nasdaq
Simply put:
If Nvidia leads, the market follows.
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🧭 5. The Big Bull Question
Now here’s what investors are asking:
Is this the beginning of the next breakout?
And can Nvidia reclaim the $210–$220 zone in the coming weeks?**
With fundamentals firing, sentiment flipping, and AI demand ramping…
It’s hard not to be bullish.
@TigerWire @TigerEvents @Daily_Discussion @Tiger_comments @TigerStars $NVIDIA(NVDA)$
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- Mortimer Arthur·2025-11-20Just read the transcript. They are looking at 350 billion in sales the next 14 months. I'm buying even more tomorrow, think this will open at 210.LikeReport
- Valerie Archibald·2025-11-20from now on, no one reports their qtrly earnings until nvda reports. voting jensen for every single nobel prize there is.LikeReport
- Porter Harry·2025-11-20Good for you~LikeReport