NVIDIA will announce its financial report, and experts expect the stock price to pump by 30%, but investment master Peter Lynch admits he does not understand NVIDIA.

NVIDIA is about to announce a key financial report. According to Forbes, industry experts in AI expect the potential increase to reach 30%. Investors are once again focusing on NVIDIA. At the same time, renowned legendary investor Peter Lynch stated that he doesn't even know how to pronounce NVIDIA (, and since he doesn't understand AI and technology, he would not touch artificial intelligence stocks. Peter Lynch candidly admitted in 'The Compound and Friends' podcast that there are no artificial intelligence stocks in his investment portfolio.

NVIDIA is about to announce its Q3 financial report.

NVIDIA ) is expected to announce its third quarter financial report on November 19 (Eastern Time). Market sentiment has clearly heated up. According to the latest anonymous survey of over 300 artificial intelligence experts at the Cerebral Valley AI Summit, the majority of participants believe that NVIDIA's stock price has the opportunity to pump by another 30% in the short term.

As the market holds its breath before the earnings report, Nvidia will determine the direction of the entire AI sector.

CNBC host Jim Cramer ( stated that Nvidia's earnings report this Wednesday evening will drive the entire market. Over the past five years, Nvidia has beaten Wall Street expectations 90% of the time, however, the average over the past four quarters has only exceeded expectations by 6.5%, making this earnings report particularly scrutinized.

According to general investor estimates, NVIDIA's revenue in the third quarter is expected to grow by 56% to reach $54.83 billion; adjusted earnings per share are expected to grow by 54% to $1.25. If NVIDIA not only exceeds expectations but also raises future financial forecasts while maintaining its lead over AMD, and announces that the brand new Vera Rubin chip series is ready for mass production, Cramer believes that the stock price will rebound strongly; if not, the market may undergo severe corrections.

In addition, the outside world is still highly concerned about the restrictions imposed by U.S. export controls on NVIDIA's high-end AI chip sales to China. However, analysts believe that NVIDIA's data center revenue continues to hit new highs, and the integration benefits brought by the CUDA software ecosystem are expected to offset some of the impact.

300 AI industry professionals predict: Nvidia's market value could reach 6 trillion dollars by 2026.

The Cerebral Valley AI Summit held in San Francisco attracted industry professionals from the AI sector with a market value of over $500 billion. During the event, two well-known venture capitalists, Ilya Fushman and Elad Gil, both admitted that an AI bubble does exist, but also pointed out that bubble periods have always been the best investment opportunities.

The anonymous survey conducted during the meeting shows:

NVIDIA is expected to reach a market value of 6 trillion dollars by 2026.

OpenAI's revenue is estimated to reach 30 billion USD in 2026.

The company that participants most want to invest in is Anthropic.

The company I most want to short is Perplexity.

At the same time, PitchBook's latest valuation shows that OpenAI (valued at 500 billion USD) is considered one of the AI unicorns most likely to decline, while the second is Nvidia, one of the most important partners in the AI ecosystem, which draws market attention to the risks of their interdependence.

How should investors face the AI bubble? Two more optimistic possibilities.

Forbes columnist Peter Cohan presented two more optimistic scenarios for the future of AI:

Enterprises successfully find AI application scenarios, driving sufficient incremental revenue, allowing the projected over $3 trillion in AI investments to truly generate returns.

The investment speed of AI is slowing down, valuations are naturally adjusting, and the market is returning to rationality while still continuing to grow.

Peter Lin District: I can't even pronounce the name Nvidia, let alone buy it.

However, while the market remains extremely optimistic about AI, legendary investor Peter Lynch has chosen to keep his distance. The investment master, who once boosted the annualized return of the Fidelity Magellan Fund to 29.2%, candidly admitted in an interview on the podcast “The Compound and Friends” that he doesn't own a single AI stock, and about eight months ago, he couldn't even pronounce the name NVIDA (NVIDIA)).

Lin Qiu emphasized that he has always insisted on deeply understanding the company's philosophy before investing, which is also the core concept he repeatedly stressed in his book “Beating Wall Street.” He self-deprecatingly calls himself a “technology idiot,” unable to understand computers and only capable of using a yellow notepad. Since he does not understand technology, he believes he should not chase the AI trend. When asked whether the market has overly speculated on AI, he replied: “I don't know,” but Peter Lin urged investors to remain calm and not let the tech craze drown out their rationality.

In this article, Nvidia will announce its financial report, and experts expect the stock price may pump by 30%, but investment guru Peter Lynch admits he does not understand NVIDIA. This first appeared on Chain News ABMedia.