Carol Masser

You know, it's interesting.

I'm looking for supply constraints, and they seem to say in the CFO commentary, I'm seeing it in terms of gaming.

They say we expect supply constraints to be a headwind to gaming in the first quarter of fiscal 2027 and beyond, but not so important, right, Ed?

I mean, we want to really just see if that's a problem in the data center area.

No, and I want to go back to, and I totally get like gaming not important, but I was like looking to see if there was any supply constraints in the rest of their universe.

And I just thought it was kind of interesting that I haven't seen anything along those lines.

It was just in regards to gaming.

So is that a good sign that we haven't seen anything that the company has said so far in terms of supply constraints for the rest of the business?

Or I don't know, is it not that important?

Quick check on NASDAQ 100 e-mini futures here in the aftermarket, and they're up about 1.8%, so we're certainly seeing a lift to the overall market.

Jay Goldberg, come on back in.

What's top of mind when we get to this conference call in terms of what you want to hear?

I know we talked a lot about margins earlier, but what is it?

All right, we're going to leave it there.

Ed, we know you're busy as well.

Ed Ludlow, thank you so much as we awaited those numbers and helping us break them down.

Co-host of Bloomberg Tech, of course, on Bloomberg Television.

Catch it at 11 a.m.

In the meantime, we've got shares of NVIDIA up about 3.2%.

We're seeing Broadcom up about three quarters of one percentage point here in the aftermarket.