NVIDIA Q3 FY26 (October quarte

KYHBKO

11-20

NVIDIA Q3 FY26 (October quarter).

• Revenue +62% Y/Y to $57B ($1.9B beat).

• Operating margin 63% (+1pp Y/Y).

• Non-GAAP EPS $1.30 ($0.04 beat).

Q4 FY26 guidance:

• Revenue $65B ($3.2B beat).

Above is extracted from X user EconomyApp post.

According to Jensen, there is no AI bubble.

Let us consider that the challenge is not from Nvidia but from the AI ecosystem. What's the ROI for those who have adapted AI into their process? What are the bottlenecks in USA infrastructure?

$NVIDIA(NVDA)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

VivianChua
11-21
VivianChua
Nice 💚💚💚
- KYHBKO:
  thank you
  all the best

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":502193581850776,"tweetId":"502193581850776","gmtCreate":1763615492419,"gmtModify":1763615497283,"author":{"id":3574381076586256,"idStr":"3574381076586256","authorId":3574381076586256,"authorIdStr":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","vip":2,"userType":2,"introduction":"Let us create value through sharing of insights & exchange of ideas","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":11184,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/8a21925bf00f7a025deee4da9118a3e2","width":"2741","height":"1540"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/8a21925bf00f7a025deee4da9118a3e2","width":"2741","height":"1540"}],"title":"","html":"<html><head></head><body>NVIDIA Q3 FY26 (October quarter).\n• Revenue +62% Y/Y to $57B ($1.9B beat).\n• Operating margin 63% (+1pp Y/Y).\n• Non-GAAP EPS $1.30 ($0.04 beat).\nQ4 FY26 guidance:\n• Revenue $65B ($3.2B beat).\nAbove is extracted from X user EconomyApp post.&nbsp;\nAccording to Jensen, there is no AI bubble.&nbsp;\nLet us consider that the challenge is not from Nvidia but from the AI ecosystem. What's the ROI for those who have adapted AI into their process? What are the bottlenecks in USA infrastructure?&nbsp;\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<img src=\"https://community-static.tradeup.com/news/8a21925bf00f7a025deee4da9118a3e2\" tg-width=\"2741\" tg-height=\"1540\"></body></html>","htmlText":"<html><head></head><body>NVIDIA Q3 FY26 (October quarter).\n• Revenue +62% Y/Y to $57B ($1.9B beat).\n• Operating margin 63% (+1pp Y/Y).\n• Non-GAAP EPS $1.30 ($0.04 beat).\nQ4 FY26 guidance:\n• Revenue $65B ($3.2B beat).\nAbove is extracted from X user EconomyApp post.&nbsp;\nAccording to Jensen, there is no AI bubble.&nbsp;\nLet us consider that the challenge is not from Nvidia but from the AI ecosystem. What's the ROI for those who have adapted AI into their process? What are the bottlenecks in USA infrastructure?&nbsp;\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<img src=\"https://community-static.tradeup.com/news/8a21925bf00f7a025deee4da9118a3e2\" tg-width=\"2741\" tg-height=\"1540\"></body></html>","text":"NVIDIA Q3 FY26 (October quarter). • Revenue +62% Y/Y to $57B ($1.9B beat). • Operating margin 63% (+1pp Y/Y). • Non-GAAP EPS $1.30 ($0.04 beat). Q4 FY26 guidance: • Revenue $65B ($3.2B beat). Above is extracted from X user EconomyApp post. According to Jensen, there is no AI bubble. Let us consider that the challenge is not from Nvidia but from the AI ecosystem. What's the ROI for those who have adapted AI into their process? What are the bottlenecks in USA infrastructure? $NVIDIA(NVDA)$","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/502193581850776","repostId":0,"isVote":1,"tweetType":1,"viewCount":379,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":409,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":502324808323928,"commentId":"502324808323928","gmtCreate":1763656650668,"gmtModify":1763656654131,"authorId":3580011914778910,"author":{"id":3580011914778910,"idStr":"3580011914778910","authorId":3580011914778910,"name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502193581850776,"objectIdStr":"502193581850776","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice 💚💚💚","text":"Nice 💚💚💚","html":"Nice 💚💚💚","likeSize":0,"commentSize":1,"subComments":[{"id":502329997390680,"commentId":"502329997390680","gmtCreate":1763657917531,"gmtModify":1763657922182,"authorId":3574381076586256,"author":{"id":3574381076586256,"idStr":"3574381076586256","authorId":3574381076586256,"name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","vip":2,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":502193581850776,"objectIdStr":"502193581850776","type":1,"supId":502324808323928,"supIdStr":"502324808323928","prevId":0,"prevIdStr":"0","content":"thank you\n \n all the best","text":"thank you\n \n all the best","html":"thank you\n \n all the best","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/502193581850776"}