August 26 Update

Nvidia is expected to post a record $92.3 BILLION in quarterly revenue today.  $46.7 a year ago.  This would mark +1,278% revenue growth over the last 4 years.  EPS forecast = $2.09 vs $1.05 year ago. 

What is NVDA doing with its customers and financial commitments to power suppliers, AI model developers. 

PCE higher than expected.  3.7% YOY – core is up 3.3%.  Problem for Warsh – speech on Friday. 

META reached a settlement with multiple state AG’s on alleged harm to children.  $!16 - 18 billion payments from META and some changing the way children interact with the platform.