Here’s the full text of Jensen Huang’s memo to Nvidia

The headline indicates that Nvidia CEO Jensen Huang issued an internal memo to the company, with the full text published by Terrence O'Brien, though the headline alone does not disclose the memo's specific contents. Because the substance of the communication is not stated in the headline, any direct transmission to Nvidia's revenue, margins, or guidance cannot be confirmed from this source. Market impact from a CEO memo typically flows through investor reassessment of strategic direction, leadership signaling, or operational disclosure, which would affect NVDA as the directly named equity and, by extension, the semiconductor and AI-infrastructure names that trade with it on shared sentiment. Traders should treat NVDA as the primary exposed asset, with the degree of movement depending on whether the memo contains material non-public operational information or merely internal guidance already reflected in prices. The next catalyst to watch is any subsequent company disclosure or filing that confirms or quantifies the memo's content, as this would determine whether the message carries fundamental weight.

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