$NVIDIA(NVDA)$ NVDA's Q3 resul

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$NVIDIA(NVDA)$ NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well. Despite competition and China uncertainty, NVDA’s pipeline, demand, and forward P/E of 36.4 offer a compelling entry.
Nvidia Corporation offers a compelling long-term entry after a 14% pullback, with bullish sentiment and robust AI-driven growth. NVDA's data center revenue surged 66% YoY in FQ3 2026, with $500B in confirmed AI chip orders and strong partnerships fueling demand. Valuation has become attractive: NVDA's P/E dropped to 44, below its five-year average, implying 11–50% upside depending on scenario. NVDA risks include potential AI bubble, regulatory hurdles, and production bottlenecks, but technicals and sentiment support a rebound thesis.

# Nvidia Still A Top 2026 Chip Pick: Already Hit Bottom?

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In its “2026 Top Semiconductor Picks,” Nvidia, Broadcom, and Astera Labs rank at the top.\nMorgan Stanley argues that the semiconductor upcycle is far from over, driven by seemingly limitless global demand for AI compute.   Is this a buy-the-dip moment for Nvidia?\nDo you expect a rebound tonight — or a classic gap-up-and-sell-the-news session?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well. Despite competition and China uncertainty, NVDA’s pipeline, demand, and forward P/E of 36.4 offer a compelling entry.\n<br>\nNvidia Corporation offers a compelling long-term entry after a 14% pullback, with bullish sentiment and robust AI-driven growth. NVDA's data center revenue surged 66% YoY in FQ3 2026, with $500B in confirmed AI chip orders and strong partnerships fueling demand. Valuation has become attractive: NVDA's P/E dropped to 44, below its five-year average, implying 11–50% upside depending on scenario. NVDA risks include potential AI bubble, regulatory hurdles, and production bottlenecks, but technicals and sentiment support a rebound thesis.&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well. Despite competition and China uncertainty, NVDA’s pipeline, demand, and forward P/E of 36.4 offer a compelling entry.\n<br>\nNvidia Corporation offers a compelling long-term entry after a 14% pullback, with bullish sentiment and robust AI-driven growth. NVDA's data center revenue surged 66% YoY in FQ3 2026, with $500B in confirmed AI chip orders and strong partnerships fueling demand. Valuation has become attractive: NVDA's P/E dropped to 44, below its five-year average, implying 11–50% upside depending on scenario. NVDA risks include potential AI bubble, regulatory hurdles, and production bottlenecks, but technicals and sentiment support a rebound thesis.&nbsp;</body></html>","text":"$NVIDIA(NVDA)$ NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well. Despite competition and China uncertainty, NVDA’s pipeline, demand, and forward P/E of 36.4 offer a compelling entry. Nvidia Corporation offers a compelling long-term entry after a 14% pullback, with bullish sentiment and robust AI-driven growth. NVDA's data center revenue surged 66% YoY in FQ3 2026, with $500B in confirmed AI chip orders and strong partnerships fueling demand. Valuation has become attractive: NVDA's P/E dropped to 44, below its five-year average, implying 11–50% upside depending on scenario. NVDA risks include potential AI bubble, regulatory hurdles, and production bottlenecks, but technicals and sentiment support a rebound thesis.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/513444199875216","repostId":0,"isVote":1,"tweetType":1,"viewCount":96,"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":791,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}