Jensen Huang’s Discount Pitch: Is Nvidia’s 2% Rebound a Long-Term Buy or Short-Term Hype?

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(SeaPRwire) –   By: James Vance

Investors are torn over Nvidia’s stock rebound. Friday’s 6.2% drop triggered panic. Monday’s 2% rise sparked debate. The core conflict is clear: short-term market fears clash with long-term AI optimism. Huang says buy the dip, but can investors trust the hype?

Nvidia shares fell 6.2% on Friday, part of a tech selloff that erased $1 trillion in value and dragged the Nasdaq down 4%. Broadcom’s weak guidance and rate hike fears fueled the drop. On Monday, shares climbed 2% to $209.10. Huang made the comments during a Seoul trip, where he announced two key deals. One is a multiyear partnership with SK Hynix to develop AI memory chips. The other is a gigawatt-scale AI cloud service with SK Telecom, set to expand across Asia. SK Telecom’s ADRs rose 2.9% Monday after an 8.7% Friday drop. Nvidia’s forward P/E ratio has fallen from 26x to 20.16x post-selloff. Other chip stocks also rebounded. Oracle’s earnings Wednesday will shed more light on AI demand. Apple’s WWDC Monday may reveal new AI plans. SpaceX’s $1.8 trillion IPO is set for Friday.

Nvidia’s deals lock in critical supply chains and regional market access. SK Hynix’s memory chips are vital for AI infrastructure. SK Telecom’s cloud network opens doors to Asia’s fast-growing AI market. The current valuation dip is a rare entry point for investors betting on AI’s long-term growth. Short-term rate fears will fade, but Nvidia’s AI dominance is only just beginning.

Author bio: James Vance, Senior Columnist at TechWeekly, covers semiconductor and AI industry trends from Silicon Valley.