Jaden Schaefer

The second story I wanted to cover is that NVIDIA's GTC conference really didn't impress Wall Street.

This is kind of interesting.

The NVIDIA stock actually dropped during the keynote.

I think that's a pretty strong signal.

Even, you know, they had a lot of positive announcements and even that wasn't enough to really meet expectations, which just goes to show how, I don't want to say hyped up, but like

NVIDIA has had such a meteoric rise.

It's grown so much.

I think people expect so much from it.

And NVIDIA right now is a $4 trillion company, but it is under a lot of pressure because at that scale, growth expectations are really extreme.

I think it's not enough to just lead AI.

They have to really dominate it continuously.

I mean, if you heard a lot of the interviews coming out of Jensen Huang at the conference, they have said,

huge plans, huge vision, huge ideas.

He wants to dominate a lot of industries and people just don't think it's enough or they don't think he can pull it off.

I think right now investors are worried because there's a lot of other hyperscalers that are building tools, right?

We have Amazon, we have Google, we have a lot of others that are building their own chips.

I think that's basically the biggest long-term threat to NVIDIA's dominance.

I think AI demand right now might be, you know, potentially peaking.

I think there's concern that current spending is front loaded.

A lot of companies may slow investment once some of their initial infrastructure is built.