Nvidia's data center opportunity is still enormous and it's early, says Bernstein's Stacy Rasgon

The question is, what happens next. Let's ask Stacy Rascan with Bernstein his first reaction here to that earnings. Prince, good to see you and I appreciate you doing this on our program.You You bet. You bet. Yeah, the stock's off.You raise a target, so you must be happy, right. You raised a price target. Yeah.Yeah, we we took our target up. We took our estimates up. We rolled our valuation horizon forward a little bit.I I I think it's fine. Um the the quarter was was fine. you may have like missed like sor ...