Nvidia rose premarket as investors await its Q3 earnings report due on Wednesday. Thiel Macro Fund fully exited its 537,742-share Nvidia stake last quarter, but analysts still expect a strong beat, forecasting $1.25 EPS and $54.94 billion revenue. Baird sees strong momentum into 2026, and the average price target of $232.79 implies 22% upside despite AI-bubble concerns.