Jensen Huang’s GTC speech sparked a rally — $NVIDIA Corp(NVDA)$ surged 5%, with its market cap nearing $5 trillion. The company projected $500 billion in Blackwell/Rubin revenue for 2025–2026, five times the Hopper generation, and expects 20 million GPU shipments by 2026, beating forecasts. Nvidia’s FY2026 EPS is now close to $8, showing how fast profits are growing.

The AI boom lifted the entire ecosystem, with Microsoft $Microsoft(MSFT)$ , Bloom Energy $Bloom Energy Corp(BE)$ , and SK Hynix all benefiting. Nvidia’s dominance is creating wealth across the market, and some early investors have already made their first million. Jensen Huang’s vision continues to make Nvidia the cornerstone of the AI era.

I haven’t hit my first million yet — but I’m hoping it’ll come from $Tesla Motors(TSLA)$ . Like Nvidia, Tesla keeps redefining the future through innovation and technology. I believe staying invested in visionary companies like these will pay off in the long run.

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment8

  • Top
  • Latest
  • Venus Reade
    ·2025-10-29
    TOP
    MSFT would be valued even higher than NVDA!! Unlikely to happen, but never say never

    Reply
    Report
    Fold Replies
    • Shyon
      Yes always got the possibility
      2025-10-29
      Reply
      Report
  • Valerie Archibald
    ·2025-10-29
    TOP
    NVDA is headed to $236 quickly!

    Reply
    Report
    Fold Replies
    • Shyon
      Catching up AMD pls
      2025-10-29
      Reply
      Report
  • 1PC
    ·2025-10-29
    TOP
    Nice Sharing 😁 I'm sure u will hit 🎯 the millions marks. @JC888 @Barcode @Aqa @DiAngel @koolgal @Shernice軒嬣 2000
    Reply
    Report
    Fold Replies
    • Shyon
      Thanks for support yea
      2025-10-29
      Reply
      Report
  • BorisBack
    ·2025-10-29
    TOP
    Incredible insights! Love the optimism! [Heart]
    Reply
    Report
    Fold Replies
    • Shyon
      Love your support too
      2025-10-29
      Reply
      Report