Ed Ludlow

I would say that the major thing I've heard from people is that this really reinforces that despite concerns about AI spending potentially slowing down at some point, there's no signs of that right now.

AI spending remains extremely robust, and you have these major companies like Meta, like Amazon, continuing to hold very fast to their ambitious spending plans, which is probably going to be a real positive for these infrastructure providers over the longer term.

You're out with a really important piece focused on the technicals around NVIDIA.

And we're at a moment now where if you look at the trading in this stock, you might see a breakout from what has been a pretty narrow trading range.

What's the data telling you?

Yeah, so for about the past nine months or so, NVIDIA shares have really done basically nothing.

They're almost flat over that period, despite some very strong earnings reports, despite, like we were talking about before, still very strong indications about AI spending going forward.

But if you're looking at it purely from a technical level,

We had a little bit of a scare last week or so when it dipped below some recent lows, which was perhaps an indication that the stock might be breaking down lower.

But since then, we've seen a pretty aggressive move higher.

And we're getting to a level, I think it's 185 on the stock price, where people are saying if it holds this level, that really indicates that people are moving back into the stock.

And that could be an indication that we could be poised to see a breakout higher, potentially back towards the 200 level, back maybe even towards all time highs.

Thanks very much.

That was kind of what's going on in public markets.

I want to get back to private markets, venture capital.

It's the last day of the HumanX conference where business venture startup leaders have been gathering to discuss achieving real world results from AI.

One of the featured conversations included Rosberg Ventures CEO and former F1 world champion Nico Rosberg alongside lovable CEO.

Anton Osica with a focus on how AI shifting more control into the hands of builders.

Delighted to say that Nico joins us now here in San Francisco.

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