Fed Narrative Shifted More Than Nvidia's: 3-Minutes MLIV

Mark, good morning. Let's think about then what we've learned over the last 24 hours. Have you taken away anything material with regard to either specifically NVIDIA or the big tech names that's reshaping your thinking at all.Or are we still waiting, waiting for more confirmation that. I done that has been a big game changer. That's in the context that we always kind of knew from the earnings previously this season that NVIDIA earnings were going to be very strong.They are the big beneficiaries of the massi ...