The market “this is our concern dude.” (Big Lebowski Quote) The market is discounting a digestion period and higher execution/regulatory risk, which is compressing the multiple investors are willing to pay on near-term growth. Via MS on hyperscaler leasing increases. [image]
Nvidia beat revenue, earnings and guidance expectations majestically. And it's down -3.5%. Guys, you know what this means. Don't be acting coy. You know.