Olivia Solon

If it's a little bit longer, it's a little bit more detrimental.

key raw materials, especially for semiconductors that could sort of offset some of the production issues that we've seen in the past.

And so, you know, really supply chain issues, we don't want them to kind of come back again and, you know, really hit inflation.

And so those are some of the key metrics we're looking at.

But tech specifically, I think, can be a little bit more isolated just because of the long-term secular growth nature of a lot of the companies in the tech sector.

Absolutely, especially when it comes to technology and for the overall market.

It's just the overall contribution from the hyperscalers and CapEx and what that means for the overall U.S.

economy and globally as well.

And just the use cases and the workflow changes for a lot of enterprises I think is the predominant sort of issues that we're all trying to figure out over the next several years.

You know, it's really going to depend on what kind of information sort of comes out there.

You know, NVIDIA's stock has been a little bit range-bound for the last several months, and hopefully, you know, if they have some sort of big announcement, perhaps it moves the stock.

But I think the bar is high.

You know, you've seen earnings growth of over 70%, and, you know, the stock is trading at 22 times higher.

We're going to see some updates on Vera and Vera Rubin and even Fineman.

And I think when we get some of that additional detail, perhaps it will move the stock.

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