Ed Ludlow

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Yeah, you're breaking down the numbers.

And we tried to do the same.

I spoke to numerous people after the report yesterday.

And nobody is pointing to any number and saying that's a problem, that's worse than what we're expecting.

Across the board, they were saying the numbers were better than we expected.

if there is an identifiable problem, it was this amorphous idea that, well, where's the new story?

What's going to take this to the next level?

That was the conclusion that people have come up with.

They want Jensen to walk out on stage in San Jose like he does and tell them something new and exciting, show them a new path forward.

And that was the end of it, really.

Yeah, I mean, that's just one of the questions that they had to answer and did.

And the answer was, look, we've spent a lot of money.

We've got a lot of inventory ready.

We can support growth into 2027.

Right.

So asked and answered.