Quick Read – Jensen Huang called AI’s pullback a “huge buying opportunity” as NVDA posts 85% revenue growth while Berkshire puts $10B into GOOGL. – NVIDIA guided for $91 billion in Q2 revenue and holds $119 billion in supply commitments from OpenAI, Anthropic, and Meta. – Act…
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When the CEO of the world’s most valuable company tells you to back up the truck on his own sector, it pays to listen. Jensen Huang did exactly that recently, framing the latest pullback in AI stocks as a gift rather than a warning. The logic mirrors a principle Warren Buffett spent decades drilling into investors: if you liked the business at a higher price, you should like it more at a discount.
Huang told a global audience that the current weakness in AI equities represents a “huge buying opportunity”. That conviction lines up with what the underlying numbers at his own company are doing, and with what other large institutional allocators are signaling in real time. NVIDIA: The Numbers Behind the Conviction NVIDIA (NASDAQ:NVDA) trades at roughly $209 after a 6% slide from May 11 through June 5.