NVIDIA's GTC Developments Were Far Bigger Than the Market Realizes - 24/7 Wall St. AI Portfolio Quick Read Nvidia (NVDA) announced a $1 trillion Blackwell and Rubin backlog and revealed plans to integrate Groq's language processing unit technology into its Vera Rubin platform to expand its competitive moat in inference computing. The stock remains consolidating in the $175-190 range despite these major product announcements, with a trailing P/E multiple compressed below 22.0 times. Mega-cap tech stocks and ...

Personally, I think we've already had quite a correction within mega-cap tech and AI. And as investors have mild reactions to major positive developments, I do think there might be an opportunity to get said developments "for free," so to speak. In any case, it's hard to tell how a new piece of tech changes the world (or doesn't), and what the implications will be for the bottom line.Have You read The New Report Shaking Up Retirement Plans ? Americans are answering three questions and many are realizing the ...