GTC can strengthen my convicti-To The Moon - Tiger Brokers Online Investing Community - To The Moon

GTC can strengthen my conviction in Nvidia’s long-term story, but I would still want earnings numbers before becoming significantly more bullish.

Jensen Huang’s keynote could provide important signals on the next computing roadmap, AI infrastructure demand, agents and physical AI. However, announcements and partnerships ultimately need to translate into revenue, margins and sustained data-centre growth.

The recent pullback being driven by leveraged-position unwinding rather than deteriorating fundamentals would be encouraging, but valuation still matters after Nvidia’s strong run.

So I’m watching GTC for the direction of the next growth cycle, while earnings remain the real confirmation. A compelling roadmap may improve sentiment quickly, but numbers showing strong demand and monetisation would increase my conviction much more.

Can Telecom AI Become Nvidia's Next Data-Center Moment?

Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?

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Comments

nizzmo
10-21 16:33
nizzmo
Roadmap matters, but data center sequential revenue growth is still the cleaner tell. If that qoq pace fades while margins flatten, GTC hype won't carry conviction for long

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