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- The bubble didn't pop. It doubled.
The bubble didn't pop. It doubled.
Nvidia's answer landed... And it's staggering 👀
Jeff J Hunter
August 28, 2026
In partnership with
The Shovel Seller Cashed In
Wednesday I told you two events would decide the market's mood.
A robot company that lost $30 billion, and Nvidia's judgment day.
Well, the verdict is in.
Nvidia didn't just pass the test.
It obliterated it.
Revenue came in at $96.2 BILLION for the quarter.
Up 106% from a year ago. More than DOUBLE.
Net income of $26.4 billion in three months.
And then the part that actually moved markets.
Nvidia forecast another 70% revenue growth for next fiscal year.
Jensen Huang said demand is growing even FASTER than that, and the only thing holding them back is not being able to build chips fast enough.
His exact regret, in his own words... he wishes he'd invested "more and sooner."
The stock jumped 7.4%. Chip stocks rallied around the world.
The "AI is a bubble about to pop" crowd got very quiet, very fast.
Now, remember the frame from Wednesday, because it still holds.
A strong Nvidia doesn't prove there's no bubble anywhere.
It proves the demand underneath all of this is real, enormous, and accelerating.
Bubbles can still form on top of a real thing. Both stay true.
But the takeaway for YOU isn't about Nvidia's stock.
It's about who actually gets rich in a boom like this.
Not usually the ones chasing the shiny thing on the surface.
The ones who OWN a piece of the layer underneath, the part everyone else has to rent.
You're not buying a chip factory.
But the principle scales all the way down.
Own your list, not just your following. Your systems, not just your subscriptions.
Own the ground you stand on, because the people who own the ground are the ones cashing in this week. 🫡
Did You Know?
During the actual 1849 Gold Rush, most miners went broke...
The people who got reliably rich were the ones selling the shovels, the jeans, and the hotel rooms.
Levi Strauss never dug for gold once.
He just made the pants the diggers needed, and built an empire that outlived every mine. 👖
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🗞️ The Tip AI News 🗞️
Two more from the same 24 hours, and they prove the point:
1. Nvidia is buying Hugging Face for $12.9 billion.
Reportedly, anyway.
Yes, the same Hugging Face whose AI tools kept getting breached in the stories I sent you all month.
The company selling the shovels is now buying the general store too.
When the picks-and-shovels seller starts buying the miners, you're watching consolidation begin.
2. Salesforce just booked a $2.6 BILLION gain on Anthropic.
Not from selling software. From owning a STAKE in an AI lab.
That's the whole lesson in one line.
The biggest winners aren't only building AI. They own a piece of it.
⏰ And a September 1 reminder: Sonnet 5's intro pricing ends Monday. Last weekend to run heavy workloads cheap.
😂 Meme of the Day
Because if you can't laugh at the AI market, the AI market will laugh at you. 🫡
Over to You...
Go into the long weekend proud of what you're building...
The demand is real, and so is your shot at it. 🔥
Founder, AI Persona Method | TheTip.ai
Get paid to solve problems like this → AI Certified Consultant
PS. Voting closed for the UgenticAI award last night. To everyone who took 30 seconds to vote... genuinely, thank you. 🙏 I'll let you know how it goes at the gala.✨
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