$NVIDIA(NVDA.US)
Jensen Huang unveiled RTX Spark and Vera Rubin NVL72 at GTC Taipei, extending Nvidia’s story from AI PCs to data centers. The market is not just reacting to another launch. It is pricing Nvidia as the system builder behind AI agents.
As a shareholder, the mindset matters. NVDA is not cheap, and expectations are already high. The stock can run on excitement, then pull back the moment the market questions valuation.
But the bigger setup is still intact. Nvidia is moving deeper into the AI infrastructure layer. For me, holding NVDA now means accepting the noise while watching whether AI agents can turn inference demand into the next major cycle.
@Bridge Buzz SG
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