Nvidia Corporation ( NVDA ) reported Q3 '26 earnings on Wednesday after the bell, and investors finally got relief from the so-called “AI bubble” that has rattled markets for 3 weeks now. Based on the market’s reaction, notI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, ...