The Rise of NVIDIA's Revenue Estimates for Next Quarter

NVIDIA's revenue estimates for next quarter went up over 50%. I've never seen that in 30 years in large-cap tech of being in this business. Tech has almost become a defensive play because you look at an apple or a Google or a Microsoft balance sheet. There's just so much cash there. And if we have a recession, the Fed will stop raising interest rates. That's really good for our long-lived assets that we have.