Shyon
01-06 22:29

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade.

In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales.

On Tesla $Tesla Motors(TSLA)$ , I see 2026 as a potential inflection year. FSD is getting closer to true autonomy, while Optimus remains meaningful upside optionality. As AI moves into the real world, compute, robots, and power will be re-priced together—and that’s the framework guiding my exposure.

@Tiger_comments @TigerStars @TigerClub

# Rubin May Bring $5 Trln Opportunity to NVIDIA? More Revenue Assured?

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