NVIDIA GTC Keynote

NVIDIA GTC 2025 started yesterday and today was the keynote by Jensen Huang:

The scaling law of AI is more resilient and in fact hyper accelerated. The amount of computation we need at this point as a result of Agentic AI – as a result of reasoning – is easily a 100 times more than we thought we need this time a year ago.

My new prediction?

. . .

It’s not that Jensen Huang will be the wealthiest main the world in the next 5 years.

It’s not even if 6/20/25 $150 calls will be in the money any more.

It’s how I should reposition my portfolio to increase my NVDA leverage.

Thinking futures and even swaps if my position gets large enough.

I’m more bullish than I ever have been on NVDA.

I have a sound fundamental thesis.

It’s backed by real data.

And my track record.

I think we’re good.

Long NVDA.

Yep.

. . .