My take on Nvidia GTC
Anyone expecting a stock pop just from Jensen's keynote? That's pure hopium.
Here's the real debate Wall Street's wrestling with: Why isn't the stock running despite insane earnings?
☞ Two big question marks:
How long can AI infra spending stay hot?
Can anyone crack Nvidia's monopoly?
☞ So this GTC, Jensen needs to address:
Scenario A → Crystal-clear earnings visibility for 2027+ (earnings drive price)
Scenario B → Unshakeable dominance narrative (multiple expansion drives price)
Either way, market needs one of these to latch onto.
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