---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000983090.md"
description: "Remember: AI infrastructure customers will act in their best interest.That means they’ll keep buying just as many $NVIDIA(NVDA.US) chips with or without Jensen.My guess: the stock opens at $150 (it’s $160 in after-hours). That would be down ~20% from Friday’s close. I expect it to quickly rally back.Source: Gene Munster"
datetime: "2026-11-12T00:01:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000983090.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000983090.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000983090.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Remember: AI infrastructure customers will act in …


### Related Stocks

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

## Comments (1)

- **Yoopie · 2026-11-12T00:04:22.000Z**: 👍👍👍👍


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