Last year's Nvidia keynote at Computex had Jensen trying to get the audience to have an awkward, AI-generated sing along. The market thought this was great and sent the market cap over $1T.
For this year's keynote, Jensen wandered the stage like he was looking for his cat while rambling about language models. The market thinks this is great and sent the market cap over $3T.
For the second biggest company on Earth, he is a shockingly bad speaker, and completely ill prepared. For some reason, the market loves this guy.