Our team just got back from @NVIDIA GTC 2026.
Everything Jensen said validates the infrastructure play HIVE is building.
Most people watched GTC for chip announcements.
The real story was about who builds the AI factories.
Here's the breakdown.
🧵

Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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