NVIDIA (NVDA)
3 analysis reports
NVIDIA GTC 2026 Keynote
Vera Rubin. $1T Demand Pipeline. The Agent OS.
Event Summary17 Mar 2026GTC keynote summary
Jensen's GTC 2026 keynote. Vera Rubin: 7 chips, 3.6 exaflops, 350x token throughput. Groq LPU integration. $1T+ demand pipeline.
Iran War × Chip Supply Chain
Helium Shortages, Oil Shock, NVIDIA Exposure
Macro Risk17 Mar 2026Risk analysis
Qatar's Ras Laffan offline. 30% of global helium gone. Bromine disrupted. What it means for chip fabs and how to trade it with puts.
NVIDIA Corporation (NVDA)
92% GPU Share. $20B Groq Deal. The Inference Pivot.
Semiconductors / AI14 Mar 2026Long-term accumulate
NVIDIA's $20B Groq buy marks the training-to-inference pivot. 92% AI training share, 18-year CUDA moat. $255B inference market by 2030.