Jensen Huang just announced $1 trillion in revenue visibility and $NVDA is still red today. make it make sense
u/National-Theory1218 ·
Reddit — r/StockMarket
· March 19, 2026 at 03:10
· ⬆ 47 pts
· 💬 31 comments
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Like genuinely what does this company have to do lol
GTC today was insane on paper. $1 trillion in cumulative Blackwell + Rubin revenue through 2027. Restarting H200 manufacturing in China. Wells Fargo, Morgan Stanley, Bank of America all staying bullish. “We are accelerating at a larger scale” that’s Jensen’s words and the stock is down. I get that the broader market is rough right now. Fed pushed rate cuts, oil at $110, Iran situation still messy, everything is getting hit. But $1 trillion in order visibility and the stock can’t catch a bid?
At some point the macro excuse runs out no? or is the market just saying GTC was already priced in and now it’s sell the news until something actually changes with Iran and the Fed? genuinely can’t figure this one out. What do you guys think?