NVDA Shares Hold Steady as CEO Says Market Missed $500B Volatility Story

⬤ Nvidia posted another monster quarter, yet CEO Jensen Huang wasn't celebrating the stock reaction. During an internal company meeting, he told employees the market "did not appreciate" what the company just delivered, according to leaked comments reported by Business Insider. His frustration came as NVDA shares swung wildly despite crushing performance metrics fueled by unstoppable AI infrastructure spending.

⬤ Huang called the quarter "incredible" but highlighted a no-win situation: if Nvidia had missed targets, critics would scream about an AI bubble bursting. Since the company exceeded expectations instead, those same voices now say strong results are "fueling" the bubble. He even joked that Nvidia is "basically holding the planet together," referencing social media posts crediting the company's chips with keeping the U.S. economy out of recession. Huang also reminded his team that Nvidia once shed roughly $500 billion in market value within weeks, showing how quickly sentiment can flip regardless of actual business strength.

⬤ The comments landed during a historic surge in demand for Nvidia's AI accelerators from cloud giants, enterprises, and entire countries racing to build compute capacity. The company's data-center business keeps growing at a pace nobody's seen before, making Nvidia the backbone of the global AI hardware rollout. Huang's leaked memo suggests he sees a disconnect between Nvidia's financial firepower and how traders have been pricing the stock lately, adding context to the recent choppy trading despite another earnings beat.

⬤ Nvidia insists long-term AI demand isn't going anywhere, and Huang's internal message reinforces confidence in the company's direction. The memo adds fuel to ongoing debates about valuation, AI sector momentum, and how the market treats high-growth tech leaders. NVDA remains the dominant force shaping the AI economy, and Huang's comments suggest recent volatility reflects shifting trader psychology more than any real change in Nvidia's business performance.