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Pressure Points: Nvidia's GTC Keynote 2026
Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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