$NVDA OH MY GOODNESS 

OFFICIALLY BREAKING THE $150s

Today, Jensen Huang will give a keynote at CES. Major themes the street is looking for:

- Potentially competing with $AMD on entering the AI CPU market

- Updates on next generation Rubin GPUs and estimates for demand

- The physical embodiment of AI being manifested in Robotics and if robots will be a big theme for 2025

One headline that was HUGE on Friday was that $MSFT is looking to spend $80B on capex in 2025 -- they spent $45B in 2024, showing that AI spend is not going down and this meaning $NVDA should still be able to compound at around 50%. 

$NVDA +5%