QQQs flat as NVDA +2% and MU +4% after CES announcements yesterday. BTC -1% hovering around $100k. China -1%. Treasuries aren’t doing much.
We get NVDA CFO fireside chat with JPM at 11am est (link here) and NVDA Financial Q&A with Jensen at 3:30pm est. (link here)
Let’s get to it…
NVDA: Jensen sounded bullish as always yesterday at CES making sure investors know scaling laws will hold, talked up robotics and agents, and announced new RTX chips.
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