While the market is reacting to a Meta and AMD deal, the fundamental demand for Blackwell & the early ramp up of the Rubin platform create a "spring loaded" technical set up.
As we watch Jensen Huang tonight, remember that the Big Money isn't just the numbers he reports for Q4, but in the forward looking road map he paints for the rest of 2026. His words are the "Silicon Gospel" that will either ignite a breakout or trigger a sell the news retreat.
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- vippyΒ·02-26 17:57TOPSpot on! NVIDIA's breakout to $205 feels inevitable. [ηζΆ¨]LikeReport