$NVIDIA(NVDA.US) continues to benefit from strong AI demand, with Blackwell ramping, sovereign AI investments growing, and hyperscalers showing no signs of slowing their spending.The market is pricing in high expectations, so execution remains key. However, with AI remaining a strategic priority for governments, enterprises, and cloud providers, NVIDIA is well-positioned to capture a significant share of that spending. As long as AI capex stays strong, both the trend and fundamentals continue to support the bull case