Quantum computing stocks were red-hot recently, but Jensen Huang just offered optimistic investors a reality check.

Many quantum computing stocks exploded in value last year as investors hoped to get ahead of the crowd in what could be a transformational wave of new technology. Excitement grew

Last year, investors poured into artificial intelligence (AI) stocks, and the biggest players -- from Nvidia (NASDAQ: NVDA) to Amazon -- helped the general market soar. Quantum computing harnesses the principles of quantum mechanics to solve problems that classical computers can't handle.