I’ve spent the last 20 years in the banking sector watching “bubbles” burst and “foundations” being built. Usually, when a stock like Nvidia climbs this high, the old-school analysts start screaming about a crash. But sitting here today, looking at the pre-GTC 2026 data, I can tell you: They are looking at the wrong map. … Continue reading The “Inference” Pivot: Why Nvidia’s GTC 2026 is the Only Signal That Matters This Week