00:00NVIDIA, Jensen Wang in particular, is the AI Fed.
00:05And we absolutely need to hear confirmation of all the things that we think are going to go on in
00:13the next five months into the end of the year and in 27.
00:16The guidance matters to hundreds, maybe a thousand stocks more than it probably matters to the NVIDIA share price itself.
00:25And I think for that reason, this will be the most watched earnings report of the entire season.
00:31I think they will continue to spend, spend, spend, number one.
00:35I think the fundamentals are going to be great.
00:38I think they're going to see more compute backlog higher because we're short compute, we're short memory.
00:44And hyperscalers are spending all their money, CapEx, right now on memory.
00:47So I think you're going to see good backlogs.
00:49Everybody knows this is going to be a great quarter.
00:51What we really need to hear is what he's thinking about the third quarter and what he's thinking about next
00:57year.
00:58And if we can do a guide that's $110 billion revenue plus for Q3, that possibly could move the stock.
