Jeff / Brandon (panelist - primary analyst voice)

Market commentator Tom Ellsworth and analyst Jeff delve into Nvidia's explosive earnings call, which has become a crucial market event. They discuss Jensen Huang's ambitious growth forecast amid fears of an AI bubble, drawing parallels to Cisco's rise in the dot-com era. Jeff raises caution about the reality of Nvidia's demand versus actual deliveries, while Tom analyzes market valuation risks and potential corrections. Together, they navigate the impact of Nvidia's performance on broader markets and offer insights on macro signals to watch.