Cantor Fitzgerald's CJ Muse on Nvidia: Our estimates move higher with growing 2026 confidence

Nvidia shares uh down about 1.6% so far this morning. This does follow what was a modest beat for its second quarter results and comes as China pushes to triple its AI chips production for tech self-reliance. Joining us now is Ken Fitzgerald analyst CJ Muse.He's got a buy rating uh and a $240 uh price target. CJ, you see you have growing confidence into 2026 in your estimates given this quarter. You have a stretch number I think of eight bucks which at 30 times gets you to 240.What gives you that confidence ...