Feb. 25 at 4:03 PM
$BTC.X
$MSFT $GOOGL $META $NVDA NVIDIA does not merely participate in the market; it creates the mathematics that the market follows. To bet against it is to bet against the very speed of light, for in the Rubin era, those who lack the compute lack the future.
NVIDIA has already shifted from Blackwell into full production of the Rubin platform as of January 2026—months ahead of analyst expectations. This six-chip architecture is designed to reduce inference costs by 10x, effectively resetting the economics of the entire AI industry.
Wall Street consensus expects NVIDIA's earnings per share (EPS) to grow from
$4.69 in fiscal 2026 to over
$7.70 by fiscal 2027, with some aggressive models projecting as high as
$12.00.
The world’s largest tech titans (Microsoft, Google, Meta, and Amazon) have collectively raised their 2026 capital expenditure plans toward
$600 billion–
$679 billion, with a significant portion dedicated to NVIDIA GPUs.
