Paul Meeks believes it's "inevitable" Nvidia (NVDA) will lose market share as the AI trade develops, but expects it to grow into such a substantial market that Nvidia has more than enough room to thrive. He talks about innovations at the company's GTC 2026 conference and ways the stock will break out of its months-long consolidation. Brandan Burke adds to the bullish thesis by explaining the ways Nvidia is able to grow in spite of industry bottlenecks. As he explains, "space is coming for AI," and believes it will offer a new lift for Nvidia.