Nvidia's earnings are a bellwether moment, says Plexo Capital's Lo Toney

Joining me now is Lo Tony, founding managing partner at Plexo Capital and the CNBC contributor. Low, all that stuff about the durability of AI demand Jensen talks about every quarter. And I mean, we're not even going to talk about what happens if he misses numbers because oh my goodness, uh, he's got to make the numbers and then some, right.So, what more can happen to keep this train rolling. Well, everyone looks to signals for boom versus bust and for this moment, it's a bellweather moment because it's mor ...