G

No new $NVIDIA(NVDA.US) financial metrics or guidance updates from Jensen’s GTC Berlin keynote that just wrapped.

My take: Makes sense given the October quarter ends in a week. Last night’s $SpaceX(SPCX.US) December quarter capex guide of $35-40B (street was at $19B) is a positive read-through for what we should hear from Nvidia on the earnings call in about a month.

Source: Gene Munster

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