$英伟达(NVDA.US)Nvidia has basically been chopping with the market, not leading like it did during the AI melt-up. The chart looks like classic consolidation — big run, now digesting gains while money rotates around the mega caps.

Next major catalyst is Nvidia GTC. Traders watch it for three things:

• new AI chip roadmap / Blackwell updates

• networking & optical scaling for huge AI clusters

• big hyperscaler partnerships

If guidance on AI capex stays strong, that’s the type of news that can restart momentum.

@Bridge Buzz SG