Shyon
03-17 23:48

I’m leaning toward "B" with a touch of C. What $NVIDIA(NVDA)$ showed at GTC 2026 is strong, but the sideways stock tells me the market now wants proof of monetization, not just vision. Jensen is pushing the long-term story, while investors are focused on near-term execution.

The bigger concern is demand quality. When $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ keep spending but shift toward efficiency, it suggests CapEx growth may be peaking. For NVIDIA as a second-derivative play, that matters more than absolute spending, especially with pressure from $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ .

So I’m not bearish—just patient. I still believe in AI demand, but for NVIDIA to break higher, we likely need either re-accelerating CapEx or clearer AI-driven revenue. I’ll wait for the next earnings cycle before getting more aggressive.

@TigerStars @Tiger_comments @TigerClub

# Jensen Teases $1T Backlog: Sell the News After GTC?

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  • icycrystal
    ·03-18 08:21
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    • Shyon: 
      Thanks ya
      03-18 09:16
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  • VivianChua
    ·03-18 00:42
    Nice 💚💚💚
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