Reddit Market Pulse: NVDA Hits $5T Milestone as Earnings Season Drives Sector Rotation

Reddit users provided real-time market intelligence during October 29, 2025 trading session:

• NVDA Milestone
  : KevinReza noted NVDA’s market cap exceeding Japan’s entire market value, while InternetSlave reported 4% premarket gains ahead of the historic $5 trillion market cap achievement [Reddit]
• Earnings Beats
  : Multiple users shared detailed earnings results:
  • NotGucci reported CAT Q3 adjusted EPS $4.95 vs $4.52 estimate, revenue $17.64B vs $16.77B, with stock +5% premarket
  • _hiddenscout shared DRS Q3: net earnings $72M (+26% YoY), EPS $0.26 (+24%), revenue $960M (+18%), bookings $1.3B with 1.4x book-to-bill ratio, raised FY25 guidance
  • _hiddenscout also noted ITT Q3 non-GAAP EPS $1.78 (+$0.11 beat), revenue $1B (+13% YoY), operating margin 18%
• Market Rotation
  : StophJS and tachyonvelocity observed market skew toward NVDA with rotation out of other Mag 7 stocks
• Energy Surge
  : KevinReza highlighted energy names tied to data-center power demand rising, with Bloom Energy up 25% the previous day
• Other Movers
  : jrex035 noted PLTR up 4% intraday, 12% week-to-date, 339% past year with PE ratio of 656

Independent verification confirmed Reddit’s key observations:

• NVDA’s $5T Milestone
  : NVIDIA became the first company to surpass $5 trillion in market capitalization on October 29, 2025, reaching $5.041T intraday [Reuters, Bloomberg, Yahoo Finance]. The stock opened at $207.98 and closed at $207.04 (+2.99%) [Yahoo Finance]
• Earnings Verification
  :
  • DRS Q3 EPS of $0.29 beat consensus $0.28, revenue $960M beat estimates $924.79M (+18.2% YoY) [MarketBeat]
  • ITT Q3 EPS of $1.78 beat consensus $1.67, revenue $999.10M beat estimates $973.69M (+12.9% YoY) [MarketBeat, Nasdaq]
  • CAT reported record Q3 sales of $17.6B with mixed profitability despite revenue beat [Yahoo Finance, Bespoke Premium]
• Market Context
  : The milestone coincided with Fed rate cut expectations and ongoing AI infrastructure investment driving demand for data-center power solutions

Reddit’s real-time reporting proved highly accurate, with users capturing earnings data within minutes of releases and correctly identifying NVDA’s historic market cap achievement. The discussion revealed sophisticated market awareness, particularly around sector rotation dynamics as investors rebalanced from broad Mag 7 exposure to NVDA-specific positioning. The correlation between NVDA’s AI dominance and energy sector demand for data-center power was correctly identified as a key market theme.

• Data-center power demand continues to benefit energy sector as AI infrastructure expands
• Defense and industrial sectors (DRS, ITT, CAT) showing strong earnings momentum amid broader economic uncertainty
• NVDA’s market dominance creating ecosystem opportunities across AI supply chain

• Market concentration risk with NVDA representing disproportionate market influence
• Rotation out of other Mag 7 stocks may indicate broader tech sector vulnerability
• High valuations (PLTR PE 656) suggest speculative excess in AI-related names