🇺🇸 $NVDA — Feels like something big could be coming. Jensen doesn’t usually show up unless the AI infrastructure story is getting even bigger. Right now, everyone’s waiting for a major announcement, with whispers about deeper AI compute partnerships. No solid confirmation yet. But here’s what’s clear: AI demand isn’t slowing down. SpaceX is locking in huge compute deals. Google needs more GPUs. Anthropic is running out of capacity. And $NVDA is still the centerpiece of the whole AI supply chain. The real play isn’t just AI models. It’s chips, data centers, power, and compute. Watch: $NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA There might be some crazy volatility ahead. Don’t chase blindly. Follow compute.