Nvidia Earnings Help Ease Bubble Fears

The stock. Just with the outlook for the fiscal fourth quarter, around $65 billion, depending on where you stood going into that, that is meaningfully above consensus to some. How do you react to that data point.Yeah. The data point is that the slope of the spend is continuing to move higher. And I think that that was a concern going into the print, especially after Jensen sort of let the cat out of the bag.On how strong demand has been going with the $500 billion of backlog that he talked about at GTC back ...