NVIDIA Corp (NVDA)

[Dallas-Cowboys]

I watched the GTC keynote (a little over 2hrs) very good what an audience for Jensen. There is also a transcript out there with Jensen and Colette where they have a question and answer with analysts on Tuesday. It was very good in my opinion. The Blackwell announcement was good but the best thing was the announcement of the software NIM’s for Enterprise. A lot of it is over my head don’t take much but Nvidia will have these various software packages for companies to put to use their company specific AI applications. AI is so new and Nvidia probably has the most experts that companies don’t have experience in AI so Nvidia will steer and help them. Buy our systems (can’t say chips anymore) and for $4,500 a GPU we will make you experts at your company’s AI data. Sell this stock at your own peril