Nov 19th, 2025

Nvidia Gives Strong Forecast, Countering AI Bubble Fears

Jay Goldberg, senior analyst for semiconductors and electronics with Seaport Research Partners, gives his first reaction Nvidia's third quarter earnings. The tech giant reported revenue that exceeded estimates and issued a strong forecast for the fourth quarter, countering fears that Nvidia wouldn't see the same demand and maintain its growth trajectory. Goldberg remains a skeptic of Nvidia's growth prospects, despite what he calls a 'good quarter.'