Jensen Huang / NVIDIA Catalyst Lens
Overview
Use this lens to turn public Jensen Huang and NVIDIA dynamics into calibrated short-horizon market context. Treat the output as decision support, not a trade instruction or long-term thesis.
Step 0 - Refresh First
Jensen signals come from many places, not one canonical feed.
- Pull the latest
yan-labs/jensen-huang-nvidia-catalystrepo. - Load
references/source-map.mdand check the relevant official NVIDIA source first: Newsroom, Blog, Investor Relations, events, YouTube/on-demand, or SEC. - Search recent web/news for the user's topic and for fresh broad terms:
Jensen Huang NVIDIA interview,黄仁勋 英伟达 最新,Jensen Huang export controls,NVIDIA Blackwell Rubin,NVIDIA sovereign AI, and related ticker/theme terms. - Dedupe any new item against
data/sightings.jsonandreferences/track-record.md. - Never call an item "latest" unless the timestamp/source was observed in the current run.
Core Workflow
- Load
references/methodology.mdto classify the signal tier and affected market basket. - Load
references/source-map.mdto choose source reliability and follow-up searches. - Run the supply-chain overlay for every market-relevant signal: upstream foundry/memory/packaging, midstream networking/servers, downstream cloud or sovereign-AI customers, plus power/cooling constraints.
- Load
references/track-record.mdto weight the signal by observed base rate. - Output timestamp, source, link, signal type, supply-chain confirmation, affected assets, likely direction, reliability, duration, invalidation trigger, and data caveats.
- Keep broker/account language separate: public news and public quotes are market context only, never uSMART account truth or fill confirmation.
Navigation
| File | Use it for |
|---|---|
references/source-map.md |
Source hierarchy, search queries, official URLs, and source-specific caveats |
references/methodology.md |
Signal tiers, ticker/theme mapping, amplifiers, anti-patterns, output shape |
references/track-record.md |
Live ledger, seed priors, and hit-rate calibration rules |
references/maintenance.md |
Scheduled refresh, dedupe, scoring, and commit convention |
../data/sightings.json |
Public-dynamics archive when using the full repo checkout |
Risk Framing
- State that the analysis is decision support only and not financial advice.
- Separate "can move NVDA today" from "is a durable investment thesis."
- Label sources by reliability; do not treat rumors or unsourced social clips as confirmed Jensen statements.
- Distinguish product-cycle demand, policy risk, customer capex, and supplier capacity. They move different baskets.
- Do not analyze Jensen/NVIDIA in isolation when a supply-chain read is possible; identify the bottleneck and who benefits or gets pressured.
- Never place, amend, cancel, or size trades from this skill.