IMPORTANT:Nvidia: $20bn ways to say…Pivot………think on the radical implications of the Groq deal…..for Investors it is a mental Game changer.

Bottom Line Top: In ‘acquiring’ the top talent at Groq for $20bn….the largest deal he has ever done….Jensen has probably told investors more about how he actually sees the future than is contained in his stage managed mega presentations and photo opportunities. You don’t need to focus much on the tech and try to second...