Nvidia's commentary on China is what I'll monitor in earnings, says Bernstein's Stacy Rasgon

So, let's kick things off with none other than top semiconductor analyst Stacy Rasg of Bernstein. Stacy, I probably bored the heck out of our audience, but I was trying to make the point about why we talk about Nvidia so much. How important is this stock.>> Well, as as you said, it is the biggest uh company by market cap in in the world and by a pretty good margin, and it's been getting bigger and bigger. And you're right, it it's it's an ingredient in many many indexes and frankly even other companies wher ...