Just my 2 cents after watching Jensen at CES.
This didn’t feel like a simple “faster GPU” update.
More like NVDA quietly setting up **what comes** ***after*** **Blackwell**.
Rubin being a *full platform* (chip + networking + system) stood out to me.
That’s how they keep everyone locked into the ecosystem, not just selling cards.
Also interesting that Jensen said next-gen stuff is **already in production**.
In AI, whoever ships first usually wins the orders.
Yeah, valuation isn’t cheap no argument there.
But NVDA doesn’t really trade on “cheap,” it trades on **who controls the stack**.
I’m still holding a core position and trading around it.
Curious how others are playing this adding here or just waiting?