Jensen Huang

We're up 2.6% on the NASDAQ 100 for this week alone.

Let's move into what's happened on an individual basis.

And the key story of the day is Amazon.

Look, we are at a new record high.

We're up almost 11% for this particular company.

And this is as they show that AWS cloud growth is back on top.

It's a bitter pill for many to swallow who have lost their roles at this particular company.

Remember, we started the week talking about 14,000 jobs to go.

Let's dig into all of that at the moment because I'm pleased to say Brad Erickson is here with us.

RBC Capital Markets.

He's, of course, a key internet analyst there.

And you've still got an outperform rating on the stock.

You think the price could go higher from where we are.

Currently, 10.8%.

You see it hitting 300.

Brad, just talk us through what you liked in the numbers.

I mean, 3.8 gigawatts is massive when you think about each gigawatt, potentially up to a million homes.

That's how much they put on in the last 12 months.

What are you making of the vertical integration here as well?

The fact that they're saying that their Tranium chips are already a multi-billion dollar company.