Welcome to OK Computer. I'm Dan Nathan, joined by my good friend and just stock market extraordinary.

That would be Gene Munster. He is the founder and partner at Deepwater Asset Management. Gene,

welcome back to the pod. It's amazing to be here. Thank you. Yeah. And I don't say that lightly.

I mean, you actually have so much range.

I mean, I got to know you as just the Apple analyst extraordinaire, but as you have moved into

asset management, I think your range has gotten so good. And I really appreciate you talking to us

about all the things that are on top of mind for you. Just what's on top of mind for us today

in this pod, we are going to preview Nvidia's earnings. They come out Wednesday after the close.

We're going to talk about just what we heard from their biggest customers the last month in the

Q2 earnings cycle and really what it means their capbacks for. In video, we're going to talk about, to talk about just this kind of LLM race that a lot of these folks like Google and Amazon and Microsoft are involved in.

And then we might hit a little Tesla for shits and giggles.

And last September 9th Apple glow time event, it's going to be massive.

You'll probably be out there. I can't wait to

hear that. All right, Gene, let's talk about Nvidia. 10% implied move in the options market. That is

probably one of the larger implied moves for this name over the last sort of year or so. And again,

they've had some huge moves post earnings. I think the expectations are high.

They've always been high.

So I'm just curious where you're coming in on this.

Seems like a lot of folks are like viewing this again as a sort of macro event for the markets.

So the street consensus are for 111% to be exact year-over-year revenue growth for the July quarter. I think they probably

have about 5% upside there, which would get you to just about 125% year-over-year growth. Now, that's

been decelerating, of course, but the piece that has surprised me over the past day as I start

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