Hello, fellow rebel capitals, hope you're well.

So I wanted to do a reaction video on the hot topic of the day.

The hot topic of the week, for sure, maybe the hot topic of the last couple weeks.

That's the Nvidia earnings report.

A lot riding on this one, that's for sure, especially since we've seen a little bit of the air come out of the AI bubble.

And what's interesting about this is they've got to beat expectations by a mile.

And that's just my opinion.

We'll see how it plays out here.

I think they're going to report in about seven minutes.

So I just wanted to do this live.

So you could see my reaction and more importantly,

how we could see how the market reacts.

Like what's the price of Nvidia going to do?

What's the S&P 500 going to do?

Maybe more importantly, what's the bond market going to do?

So let's, and let's remember why this is so important is because Nvidia has become about

8% of the S&P 500 because it's a, it's a weighted index.

So, and this really is important for passive flows because if $1 of passive,

an indiscriminate buyer,

goes into an S&P 500 index,

8 cents of that goes to Nvidia.

So,

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