Jensen just walked out of $NVDA leaving a contract stack nobody's reading.
$NVDA is 8.4% of your index fund. They fund BOTH sides of the AI war and backstop ~$400B of the AI boom.
Starting Tuesday, that money gets stress tested.
Earnings week is make or break for AI narrative. Watch close.
$NVDA is 8.4% of your index fund. They fund BOTH sides of the AI war and backstop ~$400B of the AI boom.
Starting Tuesday, that money gets stress tested.
Earnings week is make or break for AI narrative. Watch close.