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What to watch at NVIDIA GTC next week? Blackwell, Rubin, CPO, Siasun Robot&Automation....
JPMorgan expects that NVIDIA will launch the Blackwell Ultra chip (GB300) at the conference and may disclose some details of the Rubin platform, as well as focus on the comprehensive upgrade of AI Hardware, including higher performance GPUs, HBM memory, stronger cooling and power management, and the CPO (co-packaged optics) technology roadmap. In addition, JPMorgan anticipates that humanoid robots and physical AI will also be highlights of the conference.
Despite the sharp decline in US stocks, retail investors are increasing their positions against the trend! Tesla and NVIDIA have become popular for bottom fishing.
In response to the pullback in the U.S. stock market triggered by Trump’s tariffs, retail investors injected $7.3 billion into the stock market this week, buying over $4 billion in Tesla Stocks since last Tuesday. This indicates that the market may not have hit the bottom yet, as retail investors tend to be the last to leave the market.
Ross Gerber Finds Tesla Stock Expensive Despite Its 50% Plunge: Why The Investor Says EV Giant's 'Fundamental Story Has To Be Revalued'