Our last Wall Street roundup of February. Welcome back, Brian Stewart, seeking Alpha's director of news.

Great to be here. Talk to us. What are you looking at these days?

I mean, I think we have to start with Nvidia. Stock dropped about 5% yesterday after its earnings

report. It was up initially in the postmarket, but then eventually ended the next day lower.

Beat expectations, gave better inspect the guidance. On the surface, everything

seemed fine. I think in terms of explaining why it's down, I think I would point listeners to a

conversation that you had last week on investing experts. There was a good discussion about

whether Nvidia might be kind of in a trap of its own making where

even good results are never

going to be good enough because

there's just sort of this built-in expectation

that Nvidia is going to

blow us away every time they report

results.

So I think it's really a sell-on-the-news

kind of situation. The stock was up six out of

the seven days going into earnings, so there was this building anticipation for it. I think

everybody thought results were fine, better than fine. The narrative about the build-out for

AI infrastructure remains in place. There's no end in sight to the amount of money

that these companies seem willing to spend in terms of buying chips.

I think really, from a video's point of view,

it's almost like a supply problem.

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