GTC starts Monday. What does Nvidia actually need to deliver to justify the current price?

Been thinking about this a lot going into next week. The market is already three weeks deep into a losing streak, oil is sitting near $100, and Nvidia is walking into its biggest conference of the year carrying a lot of weight. My honest take: the stock doesn't just need a good presentation. It needs Jensen to make a credible case that AI capex is the last thing hyperscalers cut when margins get squeezed, and right now, margins are getting squeezed. What I'm watching for: concrete Blackwell Ultra timelines with actual delivery dates, not roadmap slides. New enterprise or sovereign AI customer names. And anything around China exposure, the H200 situation is still a live issue that nobody's really pricing in cleanly. What I think would send it lower: a repeat of last year's conference energy without new substance. The market in February was willing to give Nvidia the benefit of the doubt on hype. The market in March 2026 is not in the same mood. For what it's worth I ran through the current valuation - it's pricing in growth that the company will need this conference to start validating. What are you guys expecting from GTC? Holding, adding, or watching from the sidelines? Who will be there?