Nvidia's CEO Says “All of This Is Going to Pass” After Tech Lost $1 Trillion in a Day

Impact · against what's priced in

The broad tech selloff is driven by macro pressures (yields and oil) rather than fundamental shifts in AI demand, leaving Nvidia as a relative safe harbor. For AMD, Intel, and Micron, the price action confirms their higher risk profiles relative to Nvidia, but the article provides no fundamental catalysts to move the needle on their specific long-term growth assumptions.

MU−0.10

Already priced in

The price assumes

the market has fully endorsed the near-term AI memory boom but flatly refuses to pay for the extreme long-term earnings power