NVIDIA (NASDAQ:NVDA) may be the obvious AI leader, but that is exactly why this setup is so interesting. As Rubin approaches, the real opportunity may come from understanding which layer of the stack captures the most value and why the market may still be underestimating what comes next.
Stock prices used were the market prices of March. 20, 2026. The video was published on March 25, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
