---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000904584.md"
description: "For me, the bigger story is Jensen Huang saying $NVIDIA(NVDA.US) could sell twice as many chips next year. That gives me more confidence that AI demand remains strong despite the Fed hike and recent tech volatility. I see the chip rally as a mix of AI conviction and some relief after the rate decision, rather than just a short-term bounce.I am still bullish on semiconductors, but I prefer to accumulate on pullbacks instead of chasing strength. I will be watching whether Nvidia and other chipmakers can turn this strong demand outlook into actual revenue and earnings growth."
datetime: "2026-09-18T03:05:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000904584.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000904584.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000904584.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# For me, the bigger story is Jensen Huang saying $N…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **Fattycat · 2026-09-18T03:12:43.000Z**: Yes. Better don’t chase. Narrative can change anytime 😂
  - **Shyon** (2026-09-18T03:13:41.000Z): No more sweet market where we just hold and the shares everyday up up up 😂


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**