$NVIDIA(NVDA.US) keynote kicks off any minute.
Its a tie for key topics today:1. Rubin Demand2. How they'll benefit from inference. My take: 1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for the stock. 2. Inference topic is one of the keys for the next five years. I'm all ears.Source: Gene Munster
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