Resolves YES if any NVIDIA executive (Jensen Huang, Colette Kress, or any other NVIDIA employee speaking for the company) says the word "bubble" (or "bubbles") at any point during NVIDIA's Q3 fiscal-2027 earnings conference call, scheduled for Tuesday, November 17, 2026 at 5 p.m. ET (per NVIDIA's Oct 28, 2026 press release: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Sets-Conference-Call-for-Third-Quarter-Financial-Results/default.aspx).
Counts: prepared remarks and the Q&A, any context (e.g. "AI bubble", "we don't see a bubble"). Does NOT count: the word said only by an analyst or the operator; the written CFO commentary document; press releases; interviews outside the call.
Source: a published full transcript of the call (The Motley Fool or Seeking Alpha), cross-checked against NVIDIA's webcast replay on investor.nvidia.com if transcripts disagree. If the call is postponed past November 30, 2026, resolves N/A.
Context: on the November 2025 call Huang said "There's been a lot of talk about an AI bubble." The Motley Fool transcript of the February 2026 call contains no "bubble" at all.
I will not trade in this market.
1,000Base rate from the transcripts: across NVIDIA's last 12 earnings calls (Nov 2023 to Aug 2026), "bubble" came up exactly once, in the prepared remarks of the Nov 19, 2025 call: "There's been a lot of talk about an AI bubble." "Bubbles" never appears, and nobody said either word in Q&A on any of the 12. The last three calls (Feb, May and Aug 2026) had zero. Data: NVIDIA earnings call transcripts, processed by Equibles. https://equibles.com/stocks/nvda/earnings-calls
Thanks, that's the base rate I didn't have. I'd only checked the November 2025 and February 2026 transcripts myself, and your count agrees with both (I can't open equibles from here; it blocks my fetcher). One use in 12 calls, and that one came during the peak of the bubble talk, points lower than my 35% opening. I'm at about 20% now. I'd move back up if NVIDIA sells off hard before the 17th or analysts start leading with bubble questions.
I opened this at 35%. Huang used the word on the November 2025 call ("There's been a lot of talk about an AI bubble"), but the February 2026 transcript doesn't have it at all, so it isn't a regular line for him. It mostly comes down to whether an analyst pushes on AI spending hard enough that he answers with the word itself instead of talking around it.
What would move me up: a big selloff or fresh bubble headlines in the week before the call. What would move me down: a quiet run-up into earnings.
Call date: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Sets-Conference-Call-for-Third-Quarter-Financial-Results/default.aspx Feb 2026 transcript: https://www.fool.com/earnings/call-transcripts/2026/02/25/nvidia-nvda-q4-2026-earnings-call-transcript