Little more on Nvidia earnings. Evercore ISI says the positive commentary around Nvidia's Blackwell ramp could lead to big gains for suppliers and AI server vendors alike. Names like Amphanol, uh, Verdive, Dell, and HPE, all up nearly 2% so far this week.Ever says that group could see more upside ahead, especially as Nvidia expects to see 3 to4 trillion dollars worth of AI infrastructure investments by the end of the decade. Now, while my next guest also likes Nvidia, she sees another chip maker nipping at ...