Thesis — NVIDIA’s corporate equity deployments are a leading indicator for the Rubin Build-Out rotation.
Action — Pattern 03 admits a public-equity name when NVIDIA discloses a corporate equity stake (Tier 1) or admits the company to a named NVIDIA architecture layer (Tier 3 — NVLink Fusion, Spectrum-X, DSX, AI-RAN, Vera/Rubin, BlueField, CUDA, Omniverse…
