$NVIDIA(NVDA.US) Nvidia has underperformed relative to its competitors in AMD and even Intel in the last 6 months. This underperformance is mainly due to Nvidia providing less clarity on its 2027 revenue outlook compared with competitors that have offered stronger long-term guidance. Nvidia's $1 trillion opportunity discussed at its GTC conference also does not fully include future growth drivers, such as new business that has not yet been booked and potential contributions from the Rubin pod architecture. Investor sentiment has also been pressured by concerns that NVDA could face stronger competition from custom AI chips and margin pressure from rising memory costs. Yet I continue to believe that Nvidia's dominance is far from over. @Bridge Buzz SG