NVIDIA CEO Jensen Huang on AI Stock Dips: “Everybody Should Be Very Excited to Buy Stock at a Cheaper Price" — These Stocks on My Radar After a Worrisome Wednesday - 24/7 Wall St.

Following a sharp downturn in AI stocks triggered by overheated U.S. employment data, which heightened concerns over potential rate hikes, NVIDIA CEO Jensen Huang remained unfazed and even expressed e... Read original →

Huang’s bullish stance on AI stock dips reflects a calculated bet on the misalignment between tech cycles and market sentiment. The 3nm-and-below node remains bottlenecked by EUV availability, with TSMC in Taiwan, China still commanding foundry dominance through yield and scale—though Intel is aggressively countering via its 20A/18A roadmap under U.S. CHIPS Act pressure. Geopolitical risk around Taiwan has already been priced into supply chain redundancy costs, limiting near-term disruption from newcomers like TeraFab. Over the next 12–24 months, the shift from training to agentic, inference-heavy AI will accelerate chiplet adoption and memory-centric architectures—precisely where NVIDIA’s Grace-Hopper integration shines. Volatility thus becomes a strategic filter: only players with full-stack control will leverage rate-driven selloffs to widen the performance chasm.