Buy NVDA by May 13, 2026.

Nvidia continues to be the clear winner from the AI infrastructure boom Big Tech (Amazon, Alphabet, Meta, Microsoft) is guiding **\~$650-700B combined CapEx** for 2026 (up sharply from 2025), with a massive chunk going to GPUs, data centers, and AI compute. Nvidia's CEO Jensen Huang called it "the largest infrastructure buildout in human history," and demand for Blackwell chips + upcoming Rubin platform is "sky high." Recent context: NVDA pulled back \~10-15% from late-2025 highs (now trading around \~$180-190 range …