---
title: "【🔥NVDA Earnings Report】Last night, Wall Street was sleepless, and the one who understands Jensen Huang the best is actually our community buddy!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36551238.md"
description: "Jensen Huang, the &#34;God of War in Black Leather Jacket,&#34; ignited the global market with just one sentence: &#34;Cloud GPUs are sold out!&#34; This statement sparked heated discussions in the community—some cheered &#34;$1 trillion market cap is just the starting point,&#34; while others warned &#34;slowing growth hides risks.&#34; This compilation post selects diverse and lively real opinions from the community, showing you how retail investors interpret this &#34;most important earnings report in the world&#34;! 🐬Dolphin Research Zone: @Dolphin Research NVIDIA (Minutes): Next year&#39;s target gross margin is 75%, Open AI @Dolphin Research collaboration is not blind &#34;Overall, after NVIDIA released earnings that exceeded expectations..."
datetime: "2025-11-20T07:57:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36551238.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36551238.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36551238.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# 【🔥NVDA Earnings Report】Last night, Wall Street was sleepless, and the one who understands Jensen Huang the best is actually our community buddy!

Jensen Huang, the "Black Leather Jacket Warrior," ignited the global market with just one sentence: "Cloud GPUs are sold out!" This statement sparked heated discussions in the community—some hailed it as "just the beginning of a trillion-dollar market cap," while others warned of "hidden risks in slowing growth."This compilation post gathers diverse and lively real opinions from the community, showing you how retail investors interpret this "most important earnings report"!

## 🐬 Dolphin Analysis Zone:

@Dolphin Research

[NVIDIA (Minutes): Targets 75% Gross Margin Next Year, Open AI](https://longportapp.cn/zh-CN/topics/36541927) @Dolphin Research [collaboration is not blind](https://longportapp.cn/zh-CN/topics/36541927)

_"Overall, after delivering better-than-expected earnings, NVIDIA's management also addressed market concerns. The clear guidance on gross margins and the Open AI collaboration plan have injected confidence into the market to some extent. After the management discussion, the stock continued to rise by around 5%..."_

[More Important Than Non-Farm Payrolls! Can NVIDIA Save U.S. Stocks Again?](https://longportapp.cn/zh-CN/topics/36534778)

"_Compared to the better-than-expected performance and guidance, the market is actually more concerned about ASIC competition, the impact of in-house R&D by clients, gross margin expectations beyond late 2026, and the sustainability of downstream clients' AI Capex..._"

## 🚀 Top Predictions Zone:

@Z.WANG

[Prediction Correct, Another Beat and Raise](https://longportapp.cn/zh-CN/topics/36534309)

"_As expected, NVDA's earnings once again beat and raise..._"

## 🌟 Community Experts Zone:

@US Stock Decoder Bud

[NVIDIA Q3 Earnings Fuel AI Frenzy: Bubble Theory Vanishes, How Can the Leader Stay Strong?](https://longportapp.cn/zh-CN/topics/36543109)

_"This earnings report not only 'debunked' the recent AI bubble theory but also reignited investors' lasting enthusiasm for AI leaders. The AI wave is far from over..."_

@Xiaocong is Dayu

[Latest NVIDIA Earnings Analysis](https://longportapp.cn/zh-CN/topics/36542428)

_"When asked about the biggest bottleneck, Huang didn't dodge the question, bluntly stating that 'power, cooling, and liquid cooling' are major challenges..."_

@NVIDIA's Lazy Trader

[66% Earnings Growth!!!](https://longportapp.cn/zh-CN/topics/36530491)

_"Next year's growth is likely to be 60%, as previously estimated."_

@Fight On~ NVIDIA Duck

[From $20 to $195: The Three-Year Journey of Holding NVIDIA](https://longportapp.cn/zh-CN/topics/36535806)

_"What ultimately determines success isn't a single brilliant buy but the endurance through volatility, immunity to noise, and commitment to long-term trends over three years..."_

@Daniel mahade

[The Village's Hope, NVIDIA: Rise with Huang](https://longportapp.cn/zh-CN/topics/36534437)

_"In short: NVIDIA is no longer a GPU company but the global AI infrastructure hub..."_

@Chen Yi

[CEO Jensen Huang Bluntly States the AI Bubble Theory Is Wrong](https://longportapp.cn/zh-CN/topics/36532516)

_"With traditional workloads migrating to CUDA, CPU-to-GPU accelerated computing is reaching a turning point. GenAI is reshaping the business models of hyperscale data center operators and driving tangible revenue growth..."_

@Austin Growth Stock Lab

[NVDA Earnings 20251119](https://longportapp.cn/zh-CN/topics/36542688)

_"When Will It Peak?_

_This is the question investors should focus on. Everything has a cycle, even the king of AI hardware—it just has a very long one."_

## 🎁 Interactive Zone:

@Hotspot Master

[🔥【Interactive】NVIDIA Q3 Earnings Are Here! Share Your Thoughts💡](https://longportapp.cn/zh-CN/topics/36494566?invite-code=563443&channel=t34049145&app_id=longbridge&utm_source=longbridge_app_share)

_"Do you think NVIDIA's dominance will remain unchallenged? Join the event to win task coins!"_

#### Top Commentators: @Value & I Lead @Wanger's gold coin @Tesla Fans @First Citizen's Trader @NVIDIA's Lazy Trader @Warm Winter Cool Summer @Fire Wind Warrior @Aldo @New User\_ulHvjxq

## 🎵 Live Replay:

[NVIDIA Corporation (NVDA.US) Q3 FY2026 Earnings Call](https://longportapp.cn/zh-CN/lives/337725?channel=n337725)

👀 **Bonus**: Tag the NVIDIA player you admire most in the comments! Three winners will receive **5** HKD stock vouchers tomorrow!

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (7)

- **躺平de交易员 · 2025-11-20T08:32:38.000Z · 👍 2**: Publicly predict again that next year's performance is likely to grow by 60%+
- **Wanner's gold coin · 2025-11-20T08:19:16.000Z · 👍 1**: Hehe, got featured in the prize-winning activity for high-quality comments😃Saw some experts in the community accurately estimate the growth rate, and others who foresaw its potential three years ago—truly impressive👏
- **11123 · 2025-11-20T08:10:21.000Z**: 👀Trust the boss&#39;s judgment@Z.WANG
- **Patrick_Z · 2025-11-20T08:08:37.000Z**: Long bull logic 🐲👍
- **乔姐小迷妹 · 2025-11-20T08:04:39.000Z · 👍 2**: @NVIDIA&#39;s Lazy Trader Bro&#39;s output has always been great👍
  - **躺平de交易员** (2025-11-20T08:31:56.000Z): Hahaha, thanks. Mainly because I work in finance, so I have some advantage in estimating performance😊😊😊😊😊😊😊
