---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000955708.md"
description: "Jensen Huang dismissing 2029 memory glut fears reinforces that structural AI compute demand remains intact. While cyclical pricing worries trigger transient selloffs, upcoming earnings from memory makers offer high-conviction entry points to capitalize on long-term HBM tightness."
datetime: "2026-10-27T00:17:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000955708.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000955708.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000955708.md)
author: "[NewUser_hCn26](https://longbridge.com/en/profiles/22801361.md)"
generator: "portal-rs"
---

# Jensen Huang dismissing 2029 memory glut fears rei…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [UNXD.SG](https://longbridge.com/en/quote/UNXD.SG.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

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