When AI stocks were selling off, Nvidia CEO Jensen Huang used a run of meetings in Seoul to deliver a blunt message to investors: buy at a discount.
According to The Motley Fool, which reported the remarks and assessed how they have aged, Huang made the call during the recent slump in AI-linked shares. The same report notes that Huang was in South Korea for a series of business meetings, including one in which Nvidia finalized a partnership with memory chipmaker SK Hynix to design next-generation AI memory chips.
So far, the advice looks good. A summary from finance.biggo.com says the "buy the dip" call on AI stocks has beaten the S&P 500 since it was made. A version of the Motley Fool piece carried by MSN goes further, suggesting Huang's stock advice "could become even more valuable in 2027."
It is worth being clear about what this is and isn't. Huang runs the company most exposed to AI spending, so a public vote of confidence in AI shares is not a neutral forecast — it is the chief executive of the sector's biggest beneficiary telling the market to keep faith during a wobble. The SK Hynix deal is the concrete piece underneath the rhetoric: memory chips are the bottleneck component that sits alongside Nvidia's processors in AI systems, and locking in a co-design partnership signals Nvidia is planning for demand well beyond the current dip.
The available reporting does not quantify the gain, and past performance over a few months says little about the next few years.
Why it matters: AI stocks now drive a large share of overall market returns, so whether Huang's dip-buying call holds up is a proxy for whether the broader AI trade is a durable buildout or a bubble deflating in stages.