Nvidia - CES Announcements and where does NVDA stock go from here?

After Jensen’s keynote at CES today, I’m much more optimistic about Nvidia than ever before. I think, if Nvidia can deliver on current roadmap, it can easily be $6T company by end of 2026, meaning NVDA stock at $247 or 31% increase from today’s close. Here’s why: Vera Rubin platform combines 6-different chips (GPUs, CPUs, Networking etc) into one big chip, significantly reduces cooling & electricity costs and brings Nvidia profit margins back to 75%-77%. 1. The Vera Rubin: Jensen confirmed, it is already in full production with deliveries planned in 2nd half of 2026. Compared to Blackwell, Rubin platform delivers 4x performance improvement in AI models Training and 10x cost reduction in AI Inference token. Also, with recent $20B acquisition (virtually) of Groq, Nvidia will gain significant chunk of Inference market which was long-time pain for Nvidia. I think, by end of 2026, Nvidia will almost become one-stop shop for all things ai including Training (already owns this), Inference and Networking etc !!! 2. Robotaxis- Physical AI & Autonomous Systems Front-and-Center: Unlike Elon, you can take Jensen’s word to the bank. So, Nvidia’s robotaxi is coming in 2027 in collaboration with a partner … Mercedes. This opens up an entire new robotaxi market for Nvidia to compete. Unlike Tesla or Waymo’s camera & sensor based systems, Nvidia introduced new reasoning-focused open AI models designed for self-driving and complex autonomous tasks. 3. Microsoft’s next-generation Fairwater AI superfactories — featuring NVIDIA Vera Rubin NVL72 rack-scale systems — will scale to hundreds of thousands of NVIDIA Vera Rubin Superchips. 4. CoreWeave among first to offer NVIDIA Rubin, operated through CoreWeave Mission Control for flexibility and performance. May the force be with Jensen and us, the Nvidia stockholders!🤣