Carmen Reinecke

Yeah, so this is a huge moment for the AI trade.

I think a lot of people are really looking to NVIDIA and the stock's reaction to sort of decide the next direction of where the market, the entire market is going to go.

You know, NVIDIA is the largest weighting in the S&P 500 and the biggest name in AI.

And what we also know about NVIDIA is that its biggest four clients are some of the other MAG7 members.

So we're going to see where their spending is flowing, if it's still flowing to NVIDIA and how much.

Well, you know, as Ian said, I think a lot of people are really looking at the forward guidance.

You know, NVIDIA is expected to continue to grow revenue, even though that growth is expected to slow in the coming years.

I think the other thing that people are really looking for is what Jensen's going to say about what they're seeing in the future, right?

Also, as Ian pointed out, the guidance is very important here.

And that's, I mean, probably even more important than the numbers that NVIDIA has.

actually reports.

We want to see the line of sight into revenue growth going forward.

There are also still some questions about China, how much revenue can be expected there or not.

And so I think the sentiment here, what investors take away about their confidence from the report is going to be maybe even more important than the actual numbers.

Well, Ed, you have to remember that when the FTC first launched this lawsuit, that was five years ago.

So we've been speaking with analysts.

Nobody expects the appeal process to proceed, but we're going to wait and see.

Yeah, so investors are really going to be watching for sort of this balance between revenue growth for Corey, which is just flying.

It's expected to double to more than 1.3 billion, but also the sort of massive spending that it also has while it builds out more and more capacity for its large hyperscale clients.

As you mentioned, Corey shares are up more than double still since their IPO, but they're also more than 30% below a record high hit a few months ago.