NVIDIA (NVDA) Q4 2025 Earnings

If the results are bad, it will support the rumor that AI is a bubble.

I don’t think AI is a bubble, there is a need for it and it is pretty reasonable upgrade I do think it is not what is expected. I think the Bubble rumors come from a foreign nation state to disrupt American AI. if you have seen what they used our AI for the past 3 months then you would know it is good. they used it to hack into a large amount of systems. this will come out slowly

Yes, your opinion is the result of a reflection that I completely agree with. But given the market's state of stress, any bad news will reinforce the idea that AI is a bubble.

In economic prism, A.I utility is a moot question by now. As for Nvidia, and equal suppliers, the obstacle rests on political grounds. Trump, on the bright side, revoked his “reciprocal” tariffs, whereby will drive up consumption margins. Conversely, there are mounting pressures for additional constraints on micro chip exportation, many of which are being called by complementary firms. So it follows, in potential manner, American companies have the privilege to benefit ahead of their competitors - the brunt being from China - in light of Gain AI act. It happens that many of the bubble and bursts headwaters are due to political rather than economic. Jean-Baptiste Say affirmed that production generates demand, therefore, the raging multilateral taxation in importation curtails significantly your purchase headroom by which vastly depredates suppliers. if State would cease to exist, this transaction would be gradual and of residual size accompanied by tenable migration within economic sectors, producing efficiencies in result.

Ai is not a bubble, people are just short sighted. Ai will be implemented in everything. Just imagine all the stuff you already do without it. well they will implement it on all of it. So there is a lot of things to do. I bought myself an Xbox Ally X and i never thought to ask Ai to help me with directions on a game i was playing. But there it was, Copilot (chatGpt) fully integrated into the Xbox FSE. If you haven’t use conversational chatgpt then you should and see how good it is. Then we have Cars, Homes, SmartTV, etc. This will be added in everything. Also China is limited on Nvidia chips and we know they will innovate to compete. I myself do not see Nvidia earnings falling short.

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I hope so! it seems like nvda has the whole market on its shoulders again 😅

From my point of view: it's not a bubble, but the market needs to clean up to recover, rebalance, and then grow in a healthy way WITHOUT HYPE. For now, I'm going to watch from the outside... I've stepped out... I'm sure I'll regret it.

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future guidance is the kicker here

They will manipulate the results, period. There's nothing more to it. Too many big fish involved. If it falls, it won't be today.