NVDA is expected to beat earnings and raise guidance, but the key uncertainty is spending and cyclical funding; a 15% price increase is not new news.

On Wednesday, after the close, is going to be Nvidia. Nvidia's got earnings after hours, you know this. Uh on Thursday, we did um our sort of statistical overview of how often does Nvidia actually move the markets, and over the last 10 earnings reports, uh the stock had a market-moving move about 40% of the time, four out of 10 times there.

Um most, if not everyone on the planet, thinks that they're going to beat earnings, beat on sales, and then raise guidance. That's it, right? The real question, of course, being spending, and what they're calling uh cyclical funding.

Clever. Is that a new catchphrase that we're all going to talk about now? Means this is like moving money from here to there, and then giving it to them so they give it back to you. Cyclical.

Uh you got uh well obviously Nvidia is going to report earnings there. Uh Bloomberg says they're going to raise prices by as much as 15%. Yeah, you think? What what do we do Remember Apple did the same thing.

Like this is not new news. You They need more money.

And it'll be the day before Nvidia, so we'll check in on them as well. Remember, it's not that big of a market mover. It never has not been recently.