Will Past Be Prologue? Here’s What This Investor Thinks About Nvidia Stock

Nvidia continues to dominate the AI revolution with its cutting-edge chip technology, as evidenced by its latest fiscal results. Second Quarter Fiscal 2026 revenues surged to $46.7 billion, marking a 56% year-over-year increase. The Blackwell Data Center segment alone grew 17% sequentially, underscoring the company's relentless momentum.

Investor Adria Cimino remains bullish, predicting triple-digit gains for Nvidia stock within two years of Blackwell's launch. "History shows Nvidia is on track," Cimino asserts, citing insane demand for AI chips as a key driver. CEO Jensen Huang's earlier remarks about Blackwell's ramp-up now appear prescient, with sales poised to deliver sustained tailwinds.

Despite an 90% rally over six months, the question lingers: Can Nvidia sustain this trajectory? The market seems to bet yes, as technologists and investors alike rally behind successive GPU architectures like Hopper and Blackwell. The data center market, where Nvidia holds a commanding position, shows no signs of cooling.