Buy NVDA by May 7, 2026.

Everyone is staring at Nvidia's GPU architecture. But the real reason for Nvidia's dominance lies in its control over physical limitations. To understand whether this rally is sustainable, one must look beyond the chips themselves and understand the bottlenecks that Nvidia is currently solving for the entire industry. 1. The "Stacking Dilemma" (Advanced Packaging) Nvidia's performance leaps no longer come solely from smaller transistors, but from 3D stacking. HBM memory and logic dies are stacked on top of each other …