Happy St. Patrick’s day!

Yesterday, tens of thousands of people watched Nvidia CEO Jensen Huang’s keynote at GTC 2026. And wow, did he deliver.

Markets were wondering if there would be any signs of weakness in his presentation. How about doubling 2027 revenue projections from $500 billion to $1 trillion?

And that was just the big number of the day. After that, he covered space data centers, NemoClaw, Vera Rubin…

But we’re getting ahead of ourselves. Something interesting about AI is that even though NVDA is the biggest company in the world, AI chatbots don’t send people to Nvidia’s website very often.

But the sites they do send users to are getting millions more visits than the other guys.

More below.

This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.

In partnership with AltIndex

Google built its empire on search traffic. For 20 years, showing up on page one was the most valuable piece of digital real estate a company could own.

That era isn't over. But a new one is starting alongside it.

People are increasingly skipping Google entirely and asking ChatGPT, Claude, or Perplexity their questions directly. And instead of ten blue links, they get one answer… one company recommended, one website visited.

The companies AI recommends most are quietly building a compounding advantage that doesn't show up in traditional metrics yet. AltIndex just built the tool that measures it.

AI Share of Voice tracks the percentage of a company's total web traffic that comes from AI recommendations. A high Share of Voice means AI disproportionately trusts and recommends that brand. And in a world where AI is increasingly the first stop for research and purchasing decisions, that's a moat we don’t think most investors are looking at yet.

See which stocks are winning the AI attention war and which ones are getting left behind.

Explore AI Share of Voice Data — and Use Code ANNUAL50 for 50% Off →

Not financial advice. All investing involves risk, including the possible loss of principal.

If 2024 and 2025 were the beginning of the AI buildout, 2026 is officially the year of the "AI Engine."

Yesterday, at Nvidia’s GTC keynote, Jensen Huang unveiled a new chip, but he did not stop there. He went on to announce a blueprint for the next decade of American productivity. For those of us navigating a market defined by $100 oil and geopolitical jitters, the news out of San Jose offered a powerful counter-narrative: hyper-deflation through robotics.

Here’s what you need to know about the "Vera Rubin" era and why the pick and shovel trade is entering its second act.

Wall Street was looking for a chip, but Nvidia gave them a platform instead. The new Vera Rubin architecture is a beast designed for the 1-gigawatt data center era.

This keynote offered support for several core investment strategies we’ve been tracking:

While Nvidia is the conductor, the AI industry symphony requires a lot of instruments. Here are the stocks that were "looking for this" news:

Nvidia has effectively "moated" the entire AI industry. By controlling the CPU, the GPU, the networking, and the software, they’ve made it nearly impossible for competitors to catch up.

We think the signal is pretty clear: the infrastructure trade seems like a possible hedge against the current macro uncertainty. Things are moving away from "AI hype" and into AI industrialization.

US stocks jumped on Monday as investors weighed the fallout from surging oil prices and watched for signs the Strait of Hormuz might reopen.

Oil prices whipsawed wildly, with WTI and Brent both topping $100 a barrel before sliding roughly 5% during the session. A few tankers successfully transited the Strait of Hormuz over the weekend, injecting some hope that the critical crude pathway might reopen. Meanwhile, President Trump warned NATO faces a "very bad future" if allies don't help break Iran's blockade.

Americans are now spending $300 million more on gasoline than they were 30 days ago. The national average jumped to $3.71 per gallon, up $0.80 from a month ago. RBC analysts warn that higher fuel costs could nearly wipe out any consumer savings from President Trump's tax law.

The Fed kicks off its two-day policy meeting amid uncertainty over how surging oil will affect inflation. Officials are expected to hold rates steady on Wednesday, but the Iran war is deepening divisions among policymakers on the path forward.

Micron surged more than 5% after announcing plans to build a second chip facility in Taiwan for high-bandwidth memory production. Earnings drop on Wednesday, with analysts expecting revenue growth of 130% year-over-year.

Meta is contemplating sweeping layoffs that could affect up to 20% of its workforce to offset AI spending, Reuters reported. Separately, AI cloud company Nebius struck a deal to provide Meta with up to $27 billion in capacity starting in 2027.

Sen. Elizabeth Warren fired off letters to Amazon, Meta, Microsoft, Target, UPS, and others demanding answers on why they're slashing jobs after receiving massive tax breaks from President Trump's One Big Beautiful Bill Act. Meta paid an effective federal tax rate of just 3.5% in 2025, its lowest since going public.

The Scotch whisky market is experiencing significant price dislocation, creating what fund managers are calling "the most attractive entry point in years." Current cask valuations have been suppressed by US tariff uncertainty and softening demand rather than any deterioration in fundamentals.

The opportunity lies in the asset's structure: Scotch cannot be manufactured on demand, maturation requires years, and global appetite for premium aged spirits continues rising. Investment-grade casks from reputable distilleries are trading at discounts that historically precede strong recoveries.

While institutional funds like the Caledonian Malt Fund are deploying capital into this dislocation, individual investors can access the market through cask brokers and whisky investment platforms, though due diligence on storage, insurance, and exit liquidity is essential before committing capital.

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Cheers,
Brandon & Blake of Invested Inc