Does Jensen Huang Know Something Wall Street Doesn't? Nvidia's CEO Sees No Signs of Memory Demand Fading by 2029

Impact · against what's priced in

Jensen Huang's bullish memory demand outlook through 2029 provides a potential catalyst for memory makers, as the market currently refuses to pay for sustained pricing power beyond 2027. However, for Nvidia, this is largely a confirmation of the AI ecosystem health that the current price already assumes.

MU+0.40

Challenges what's priced in

The price assumes