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$SOXL 20260918 95.0 PUT$

GTC Berlin Opens; Can Nvidia Reignite the AI Trade?

Nvidia rose 1.38%, Marvell 4.06%, AMD 1.76%, and Broadcom 1.78% as chip stocks rebounded during GTC Berlin. Jensen Huang’s Oct. 21 keynote will cover accelerated computing, AI infrastructure, agents, and physical AI. Bulls see lower inference costs, enterprise adoption, and robotics creating new demand; bears want proof that spending converts into orders and cash flow. After GTC, should investors favor Nvidia, Marvell, AMD, or Broadcom?

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