With GTC kicking off March 16, $NVDA is up ~2% as trader attention shifts to the Vera Rubin platform roadmap and Huang's AI infrastructure framing. TSMC's 30% revenue growth in Jan-Feb with traders zeroed in on Blackwell demand as the key read-through. Retail streams tracking CapEx ROI debate alongside the GTC catalyst as $NVDA holds a ~70% gain over the past year while slightly down YTD.

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