Melius Research's Ben Reitzes on what to expect from Nvidia's earnings

Let's talk to Ben Ritz, the head of tech research at Melius by rating 300 uh on Nvidia. Um before we get to it, I did want to just start with Alphabet. You covered that as well. Y >> move up has been extraordinary in the stock price just in the last three days, let alone the last month. Um Gemini 3, I don't know if you had a chance to look at it at all, but give me your take and whether or not this move up is justified on hopes for that latest uh latest version. >> Well, I was impressed by it. I think it's ...