Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
XJensen Huang’s interview had a few important tells.
The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate.
This is still early innings of the largest industrial buildout of our time.
1.6K likes65 repliesPosted Feb 6, 2026