There’s plenty of reasons to get bullish on Nvidia (NVDA).

At its 2026 GTC conference, CEO Jensen Huang said he expects $1 trillion in orders for the company’s Blackwell and Vera Rubin systems, which doubles year ago projections.

With regard to Vera Rubin, the company expects to roll that out this year. “The system, which is made up of 1.3 million components, will deliver 10 times more performance per watt than its predecessor, Grace Blackwell, the company claims. That’s a significant development when energy consumption is one of the most critical issues facing the AI build-out,” added CNBC.

The company also unveiled its first chip from Groq, which it acquired for $20 billion in 2025. It announced the launch of computing platforms for orbital data centers, and announced a new developer toolkit that will work with OpenClaw, a viral AI agent.

With that, analysts at Morgan Stanley reiterated an overweight rating on NVDA, noting that the tech giant laid out a “winning strategy.”

In addition, we do expect for NVDA to break from consolidation to the upside. From its last traded price of $183.22, we’d like to see the tech stock retest $210 shortly.

Sincerely,

Ian Cooper