The size of the AI opportunity is already enormous and well understood. What would make me more bullish on NVDA is greater certainty that announced projects actually turn into funded data centres, GPU deliveries and ultimately revenue.

A signed Nscale-Anthropic deal would be positive, while stronger GTC deployment details would improve visibility. But financing and firm delivery schedules provide the clearest bridge between AI ambition and Nvidia's earnings.

So between opportunity size and funding certainty, I choose funding certainty. Trillions in potential AI demand sound exciting, but customers still need the capital, power and infrastructure to turn that demand into GPU purchases.

For me: B > C > A > D. A price breakout is confirmation of sentiment; funded deployment is confirmation of business.