
$英偉達(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
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