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Nvidia's CEO Warns of Unrealistic Market Expectations

11/21/2025

Summary

Story summary

Jensen Huang, Nvidia CEO, said at a company meeting that market did not fully appreciate Nvidia's earnings and that expectations were unrealistically high.
He added that Nvidia's influence makes meeting those expectations challenging and referenced the past market cap and a historic $500 billion loss.
Amit Kukreja questioned Nvidia's financial performance, noting concerns about meeting GPU demand while keeping margins and whether higher guidance reflects demand or issues amid optimism.

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Story summary

Jensen Huang, Nvidia CEO, said at a company meeting that market did not fully appreciate Nvidia's earnings and that expectations were unrealistically high.
He added that Nvidia's influence makes meeting those expectations challenging and referenced the past market cap and a historic $500 billion loss.
Amit Kukreja questioned Nvidia's financial performance, noting concerns about meeting GPU demand while keeping margins and whether higher guidance reflects demand or issues amid optimism.