“There is one company at the center of this story, both the AI story and now the story of the physical AI, and that is NVIDIA... NVIDIA sees its future in the physical world. At their twenty twenty six conference, NVIDIA announced partnerships with over a 110 robotics companies.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 0.9%
· volatility 0.0% ann.
· Sharpe-proxy 0.00