there was so much anticipation in terms of a drop the mic moment from Nvidia and here is the moment of disappointment Jensen Wang of course talked about the strength of Blackwell but it was this it’s the guidance it’s only 400 million I say only 400 million uh above the estimates but this is the point it’s about how strong is your guidance uh Blackwell is doing phenomenally well just look at some of the language that was used here full production rampant Demand on scale demand is staggering and the gross margins they are saying your gross margins will return to 75% 75% okay it’s at 73% now you’d hardly call that a dissipation of margins when it comes to the impact on the market you can see we’ve traveled all the way back last night after hours we down 5% at one juncture this morning Down 2 and a half% and we have undone all of that work when it comes to geopolitical risk that is mounting reports are that Russia has launched ballistic missiles at Ukraine and the immediate response mechanism is in the oil market up 2% and cting