STORY: Shares of Nvidia were up 2.4% on Monday after CEO Jensen Huang kicked off the chipmaker’s annual developer conference in San Jose, California, where he detailed its hardware and software plans.Mayfield says despite ongoing market volatility, “the software stocks and tech stocks have kind of relatively outperformed a little bit,” as domestic demand for Nvidia’s chips remains strong. He says easing geopolitical tensions could help further boost the outlook. “The catalyst, I think, could be, if not a deal with China, a cooling of tensions where we open some international markets that have been a bit challenging for Nvidia.”