The Motley Fool on $NVDA (Nov 5, 2026)

And then the last one is basically the the king maker, which is which is Nvidia that we report in the next couple of weeks. And if it seems like they know how to answer the questions, then I think maybe sentiment does flip because as of right now, it does seem like it it's only going to get worse.

So everything has been we don't have enough supply. So Nvidia wins, Broadcom wins, Micron wins, AMD wins, Intel even wins.

And if you look at companies like Nvidia, you know, people like to talk about Nvidia, oh my gosh, it's so cheap at 23 times earnings, but they also have a 65% operating margin.

And historically, their operating margin is more like 15 to 20%. So if you if we get to a more competitive market where supply and demand are not in balance the way out of balance the way that they currently are and their margins go from 65% to 20% which is still historically at the high end of their typical range.

Now suddenly that stock isn't trading for 23 times earnings it's trading for 65 70 75 times earnings and you're slowing growth.

if we go to the scenario where okay Nvidia dominates but then suddenly we have Nvidia that still dominates but we have a lot of other companies that come out with their own chips TPUs you have AMD etc etc then they should have also been rewarded

Nvidia said at least 70%. And they told us we can grow more if we have more supply that comes online on time. So I don't think that will change especially not for 27. 28 is maybe another another question.

But even for 28 are we going to go from 70% growth to just 10%. Probably not. So even if we go from 70 to then maybe 30 40%. To me that's still fine because the number the dollar amount itself is just getting so big that all of these companies will still benefit from it.

Deepseek brought Nvidia down, I think, 20%.

But since all the others, a Meta, a Google, I mean, Sofi did go up a little bit or since the earnings, but a Nebus or or even an Nvidia or whatever or Axon also recovered a bit.

We've had all of our answers, all of our questions answered because Nvidia reported, etc., etc., and sentiment is

And Nvidia, that's worth over $5 trillion being down 15% or probably more since the 52- week highs.