KG on Nvidia's Big China Sales Question, Silver & Gold "Catch Up Trade"

to help us uh break down what's going on. Uh we're going to bring Kevin Green. He's going to join me now.Uh he's senior markets correspondent here. Uh KG Reuters reporting that Nvidia expected to begin H200 shipments in midFebruary. Uh you know, this is going to be a bonus for um Nvidia and the chip sector in general just due to the fact that you know they're not really reporting any revenue and they haven't reported any revenue.Uh but this would be a big boon I think for uh this stock. Yeah, I would agree ...