Nvidia is following a playbook established by others including Broadcom https://t.co/qPP4cc4fPg ...

Market reaction suggests that this is an important tactical move, uh, from the Treasury, uh, a little bit unexpected. So you're probably getting an outsized reaction, uh, right now. Uh, but I don't think it changes the fundamentals.Uh, big fiscal deficits. Uh, the fed on the sidelines, the U.S. Treasury has, you know, 2 billion worth of funding to do per annum at it. At its current pace, it needs to roll over about 2 billion of debt every every month, actually 6 billion every quarter.So, you know, you're ju ...