Nvidia will beat earnings and guide up, but the stock has traded down after each of the last four beats, partly due to sentiment and real competition in China.

You don't see what Nvidia announces, you know, like what they did with this kind of joint AI operation with six of the largest institutions in the world. and speaking of Nvidia, earlier this month on the 10th of August, they announced a $500 $500 billion credit facility partner with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR.

So, if Nvidia is the first loss on these loans, which which they are, um it's just again word smithing.

what's the difference of Nvidia doing this or a $250 billion back stop for open AI you know which they already have done.

Nvidia reports Wednesday. Um, they'll beat the number. They'll guide up. I get that. But it's traded down the last four quarters and they've beaten, right?

part of it I think is a sentiment heading in to that. I think the competition is real in China not just on the chips potentially but obviously on