Cable networks are spinning and you're listening to Motley Full Money.

I'm Ricky Mulvey, joined today by returning champion Bill Barker. Bill, how you doing?

I'm well. Thanks. How are you? I'm doing well. It's good to have you back

on the show, haven't seen you in a few months. We've got a little bit of Nvidia, and then I want to talk

about this Comcast spin-off. Dylan's going to cover this more on the Friday show, but I want to, I mean,

it's the biggest company by market cap, or it's consistently trading places is the biggest company by market cap.

And they reported earnings yesterday.

I think my big takeaways are that the data center business is rolling with revenue up more than 100% from the prior year.

And that's from a base of 14.5 billion.

Expectations are starting to match up to what they're doing and some investors

are doing a little profit taking. What stands out to you about Nvidia's quarter?

Well, it's a phenomenal quarter. And as you say, expectations were largely met and those that figured that NVIDIA always exceeds expectations and not

only exceeds them by normal amounts, but excessive amounts, might find that this one time

NVIDIA has only exceeded expectations by a kind of normal amount and that they have beaten expectations

and raised guidance, but not to the extent that has been going on in some quarters in the past.

And, you know, that's really a function of the law of large numbers.

It gets harder and harder when you start talking about

quarters involving $37 billion to just be, you know, increasing things by an annual rate of 100%.

Also, you get you get more eyes once you start getting into that trillions of dollars in market

cap for folks to make guesses about what kind of money you're going to make. One number I want to zero in

on because I think this is incredibly impressive for Nvidia. A lot of investors believe it to be

impressive. This is a company that makes 75% in gross margin. Have you seen anything come close to that?

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