NVIDIA CEO Jensen Huang Says Recent AI Sector Sell-off Provides Low-Priced Buying Opportunities for Investors
NVIDIA CEO Jensen Huang stated that the recent sell-off of AI-related stocks offers investors an opportunity to buy at lower prices.
Huang made this statement after a sell-off in the semiconductor sector triggered by strong employment data, which resulted in NVIDIA's market value evaporating by approximately $279 billion, with the stock closing at $205.10. He emphasized that NVIDIA holds an 80-90% dominant position in the AI chip training field, and such pullbacks are part of normal market fluctuations.
This type of public statement by CEOs aims to boost market confidence, leading to a rapid influx of funds back into AI infrastructure and chip stocks. Event-driven buying is dominant, benefiting long-term holders from the continuous expansion of computing power demand, while short-term traders and competitors face pressure from increased volatility.
Source: Public Information
ABAB AI Insight
Jensen Huang has previously released optimistic signals during NVIDIA's stock price corrections, such as market communications around multiple stock sales in 2024 and emphasizing long-term AI growth at events like Computex in 2025-2026, which helped the company's market value repeatedly break new highs and implement large-scale buybacks.
In terms of capital strategy, NVIDIA continues to invest substantial profits and cash flow into the development of next-generation GPUs like Blackwell and Rubin, as well as building a data center ecosystem. By collaborating with cloud giants and securing supply chains, the strategic motive is to consolidate its leading position in AI infrastructure and convert short-term volatility into long-term holdings.
Similar cases include Intel's strong statements during low points in the chip cycle and Elon Musk's "buy, buy, buy" call after the Model 3 production hell, which aligns closely with the current transition of the AI sector from speculation to infrastructure.
Essentially, this reflects capital concentration: amid the explosive demand for AI computing power, market sell-offs often stem from short-term macro noise, mechanically accelerating the concentration of funds toward a few players with pricing power and technological barriers, further reinforcing a winner-takes-all pattern rather than diversified investment.
ABAB News · Cognitive Law
Sell-offs are noise; dominance is the eternal leverage, top players always turn pullbacks into barriers.
Demand is infinitely volatile and priced; after 80% emotional selling, 20% rational capital heavily invests in scarce computing power.
Sellers panic lose structure; buyers with structure win the cycle, with bottlenecks always in supply rather than price.