Top Investor Defies Market Skepticism on Nvidia’s AI-Driven Growth
Nvidia’s third-quarter fiscal 2026 results shattered expectations, with revenue soaring to a record $57 billion—a 62% year-over-year surge and 22% sequential growth. Gross margins exceeded 73%, underscoring the company’s pricing power. CEO Jensen Huang hailed the performance as 'off the charts,' attributing it to a 'virtuous cycle of AI' where demand for compute resources compounds exponentially.
Yet investor concerns linger. A handful of players recycling billions in AI funding has sparked fears of a bubble, dragging Nvidia’s shares down 4% post-earnings. Pseudonymous analyst JR Research dismisses the anxiety, arguing the market underestimates Nvidia’s long-term potential. 'The bull case is far from priced in,' they assert, pointing to unrelenting AI infrastructure demand.
