- NVIDIA faces challenges in managing market expectations due to continued discussions about an AI bubble.
- CEO Jensen Huang stated the company’s strong earnings were not fully appreciated by the market.
- For the fourth quarter, Nvidia expects revenue of $65 billion, plus or minus 2%.
- Despite a recent dip, retail investor sentiment for NVDA remains extremely bullish, according to real-time message volume data.
- NVDA stock has increased over 34% in 2025 and more than 23% over the past year.
Nvidia CEO Jensen Huang addressed employees following the release of the company’s latest quarterly results. He highlighted the challenge of aligning investor expectations as the market’s focus on Artificial Intelligence (AI) remained intense. Despite reporting record-breaking revenue, the company’s share price fell more than 1% the next morning.
According to a recent report, Huang discussed how market reactions presented a “no-win situation” for Nvidia. He stated, “If we delivered a bad quarter, it is evidence that there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble.” Huang indicated that the market did not fully appreciate the strength of the company’s earnings.
For its fourth quarter guidance, Nvidia projected revenue of $65 billion, plus or minus 2%. This forecast was close to analysts’ consensus of $65.4 billion, according to Fiscal AI data.
Retail investors on Stocktwits continued to display “extremely bullish” sentiment towards NVDA. As shown by Stocktwits’ sentiment meter and high message volumes, several users expressed confidence in the stock. Some investors said they believed the price dip was temporary and anticipated a rebound in the coming weeks, while others recommended holding shares.
Gene Munster, managing partner at Deepwater Asset Management, commented that Nvidia’s revenue guidance suggests the AI infrastructure sector is still growing, despite recent market jitters.
Over the course of 2025, NVDA stock prices have climbed more than 34%, with a 23% increase recorded over the last 12 months.
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