expectations are everything and it almost feels as if after these Nvidia results that there’s a boil that has been led the stock is down 3 and a/ qu% this morning we were down 8% in the after hours last night so we’re coming off the lows as I say the differential between expectation and actuality is pretty significant $32 billion of Revenue coming in the third quarter but this is the risk 40% of the revenue comes from the hyperscalers can the hyperventilation by the hyperscalers deliver the kind of alpha for Nidia and again Blackwell the new chip several billion dollars of Revenue it’s just not enough the other major story making headlines this morning is this this is a moment of significance Xi Jinping shaking hands with Jake Sullivan the security adviser to the United States of America this is a three-day trip with a pretty big agenda speaking of China there’s an irrationality to iron or being over $100 and that’s according to the Chinese officials