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10 Things I Learned From NVIDIA GTC Day:

1. The robots are coming...and fast.
2. No chip player is close to Nvidia on AI.
3. So much free cash flow coming to Nvidia the next five years.
4. No indications of peak AI capex. None.
5. We will be stuck with driver-less cars in some capacity.
6. Shaking the long-term bull thesis on Nvidia won't be easy.
7. Nvidia GTC is this generation's iPhone unveiling day.
8. Jensen Huang needs to be a more household name.
9. Earnings estimates may still be too low on Nvidia.
10. The Street may forever love this stock, absent a big negative.

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