Nvidia Poised to Hit $4 Trillion Market Value

Amanda, why it's so crucial we have you on the show is you cover the full spectrum of mega-cap tech, $4 trillion for Nvidia. What would be supporting that valuation. Yeah, look, every data point that we have tracked this quarter has been supportive of estimates going up on the latest one being Micron, talking about, you know, how their BPM sales continue to ramp up better than expected.And when it comes to inferencing, clearly the trend of, you know, spending more compute at the time of query the reasoning ...