Design Highlights
- Nvidia’s stock surged about 70% over the past year, demonstrating its strong market performance and resilience.
- The company’s impressive Q3 FY2026 revenue of $57 billion reflects significant growth, outpacing competitors like DeepSeek.
- With a gross margin of 73.4%, Nvidia showcases its profitability amidst rising competition and market challenges.
- Analysts predict Nvidia’s stock could double in 2026, highlighting its continued growth potential against DeepSeek’s panic-inducing forecasts.
- Technological advancements, such as the Blackwell chip, solidify Nvidia’s position as a leader in the AI and tech sectors.
Nvidia’s Relentless Rally
Nvidia’s relentless rally has become the talk of the town, and for good reason. Market capitalization is sitting pretty between $4.5 trillion and $4.6 trillion as of late January 2026. That’s right, folks. It has eclipsed every other public entity in history. Remember when it first breached that $4 trillion mark in October 2025? People were losing their minds. And here we are, just a few months later, with forward P/E ratios still flirting around 35x despite Nvidia’s massive size. That’s not just impressive; it’s downright mind-boggling.
The stock performance? Oh boy, it’s been a wild ride. Up about 70% over the last year. Double the value, despite a few hiccups along the way. By the end of 2025, it was trading at $332. But hold your horses—just a few days into January 2026, it dipped to around $188.12. A far cry from its peak, yet still, analysts are eyeing a year-end price target of about $300.14. That’s a potential gain of over 59%. Who doesn’t love a comeback story?
Let’s talk long-term returns. Nvidia is laughing all the way to the bank with a 10-year return over 35,000%. That kind of growth dwarfs the S&P 500 like it’s a child’s toy. Five-year performance? Up 1,800%. Seriously, who needs a crystal ball when Nvidia’s stock is practically a magician?
Nvidia’s staggering 10-year return of over 35,000% makes the S&P 500 look like child’s play.
And those Q3 FY2026 financials? Revenue hit $57 billion, up 62% year-over-year. Data center revenue alone smashed records at $51.2 billion. Gross margins? A staggering 73.4%. If that doesn’t make investors’ hearts race, nothing will. The backlog stands at $73 billion, which is basically a goldmine waiting to burst. Additionally, the recent approval of H200 chip exports to China underscores Nvidia’s ability to navigate geopolitical challenges. The AI chip revenue is expected to double in Q1 2026, showcasing the company’s continued growth potential.
However, it’s not all rainbows and butterflies. Tariff risks and U.S.-China trade uncertainty loom like dark clouds. And let’s not forget competition from DeepSeek AI models, which has some folks sweating. But as Tom Lee puts it, Nvidia’s stock may double in 2026. Talk about optimism!
Nvidia, the sovereign of silicon, remains the central nervous system of the global economy. Blackwell, its latest chip, is making waves, achieving 10x throughput per megawatt compared to previous generations. Love it or hate it, Nvidia isn’t going anywhere. For those looking to invest, timing matters—enrollments between December 16 to January 15 typically result in coverage starting February 1, but in the stock market, every day counts.
And while DeepSeek’s panic may seem embarrassing in hindsight, it’s a reminder: never underestimate the power of a well-timed tech rally.








