Which of these words will NVIDIA CEO Jensen Huang say on NVIDIA's Q3 fiscal 2027 earnings call (Tuesday, November 17, 2026, 2:00pm PT / 22:00 UTC)? Call announced here: https://nvidianews.nvidia.com/news/nvidia-sets-conference-call-for-third-quarter-financial-results-6928873
Each answer resolves YES or NO on its own.
How it resolves
Source: a full published transcript of the call (Motley Fool, Seeking Alpha, Investing.com or similar), checked against the webcast replay on investor.nvidia.com when anything is unclear.
Only words spoken by Jensen Huang count: any remarks he makes, his answers in the Q&A, and his closing comments. CFO Colette Kress's prepared remarks and answers, the operator, the IR host and analysts' questions do not count. Kress's written CFO commentary published before the call does not count either.
Case-insensitive. Plurals, possessives and hyphenated compounds count ("gigawatts", "OpenAI's", "China-based", "Rubin-based"). Other word forms do not, unless the answer says so.
"Agentic" counts only "agentic". "Agent" or "agents" alone does not.
"Gigawatt" counts "gigawatt" and "gigawatts".
"Memory" counts in any sense.
"Rubin" counts "Rubin" and "Vera Rubin" (the product or the platform).
If Jensen Huang does not speak on the call, or the call is moved past November 24, 2026, every answer resolves N/A.
The market closes just before the call starts.
1,000My rough numbers: Rubin ~90%, Agentic ~65%, China ~65%, Gigawatt ~55%, Sovereign ~50%, Memory ~45%, OpenAI ~40%, Anthropic ~35%, Feynman ~25%, Bubble ~15%.
The main thing to remember is that Colette Kress reads the prepared remarks, so Huang mostly talks in the Q&A and his closing comments. A word only counts if an analyst question or his own wrap-up gets him there. Rubin is the product ramp everyone will ask about. China comes up whenever export rules are in the news. "Bubble" is the one he tends to answer without saying the word.
What would move me: news of a fresh China export decision before the 17th (China up), or a big new OpenAI or Anthropic compute deal announced in the meantime (those two up). Call details: https://nvidianews.nvidia.com/news/nvidia-sets-conference-call-for-third-quarter-financial-results-6928873
Mostly judgment, honestly, from three things. (1) Who talks: CFO Colette Kress reads the prepared remarks, so a word only counts if Jensen says it in Q&A or his closing. That pulls everything down from "will NVIDIA mention it." (2) What analysts will ask about: Rubin is the next product ramp, and China comes up whenever export rules are in the news. (3) How he talks: he says "agentic" and "gigawatt" a lot lately, and he tends to answer bubble questions without using the word.
What I haven't done is count words in his parts of the last few transcripts. That would be the better method. If anyone posts that count, I'll update. My biggest disagreement with the current prices is Rubin: it's at 39% and I'd put it around 90%.