You’re right Steve, I think Nvidia’s dip during and after the GTC keynote reflected broader market pressures rather than just the event itself.
The Magnificent Seven and large-cap tech stocks have been under pressure due to economic uncertainty, tariff concerns, and a shift toward defensive sectors.
While the keynote didn’t spark the rally some hoped for, Nvidia’s innovation pipeline—including Blackwell Ultra and Vera Rubin chips—remains a strong long-term driver.
The stock’s recent volatility could present entry opportunities for those bullish on AI and high-performance computing.