EPISODE · Mar 16, 2026 · 5 MIN
Pressure Points: Nvidia's GTC Keynote 2026
from Pressure Points · host Deepwater Asset Management
Bottom line from Jensen’s keynote: Demand is measurably stronger than even the highest expectations, and investors are still having a hard time getting comfortable with that. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Nvidia's GTC Keynote 2026
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